Beacon Financial Advisory LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 972 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$458,135
-5.3%
4,519
+0.3%
0.25%
-9.0%
Q2 2023$483,623
+6.4%
4,506
+0.3%
0.28%
-3.8%
Q1 2023$454,717
+16.3%
4,494
+12.9%
0.29%
+3.2%
Q4 2022$391,071
+18.9%
3,982
+0.2%
0.28%
+19.1%
Q3 2022$329,000
-6.8%
3,973
-1.6%
0.24%
+16.9%
Q2 2022$353,000
-14.9%
4,036
+0.1%
0.20%
+1.5%
Q1 2022$415,000
-2.6%
4,030
+0.1%
0.20%
+0.5%
Q4 2021$426,000
+8.4%
4,025
+0.1%
0.20%
-3.4%
Q3 2021$393,000
-6.7%
4,020
-2.3%
0.20%
-9.7%
Q2 2021$421,000
+4.0%
4,115
+0.1%
0.23%
-2.6%
Q1 2021$405,000
+33.2%
4,111
+19.6%
0.23%
+17.2%
Q4 2020$304,000
+3.4%
3,437
-10.1%
0.20%
-22.4%
Q3 2020$294,000
+44.8%
3,822
+28.9%
0.26%
+15.4%
Q2 2020$203,000
-13.2%
2,966
+3.1%
0.22%
+10.5%
Q4 2019$234,0002,8770.20%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
NameSharesValueWeighting ↓
Grant/GrossMendelsohn, LLC 102,269$9,172,0009.05%
Platt Investment Counsel, LLC 105,634$9,354,0008.86%
Biltmore Wealth Management, LLC 186,439$16,509,0008.53%
Florin Court Capital LLP 181,800$16,098,0008.13%
INNEALTA CAPITAL, LLC 129,203$11,441,0006.74%
Ayalon Insurance Comp Ltd. 156,078$13,821,0006.27%
WestEnd Advisors, LLC 1,169,803$103,586,055,0005.24%
SPX Gestao de Recursos Ltda 570,538$50,521,140,0005.21%
Ciovacco Capital Management LLC 64,409$5,703,0004.90%
Rothschild Capital Partners, LLC 141,496$12,529,0004.48%
View complete list of SELECT SECTOR SPDR TR shareholders