One Charles Private Wealth Services, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 930 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$266,629
-15.8%
2,630
-10.9%
0.16%
-15.2%
Q2 2023$316,809
+29.0%
2,952
+21.6%
0.18%
+20.3%
Q1 2023$245,665
+17.3%
2,428
+13.8%
0.15%
+12.5%
Q4 2022$209,482
-45.6%
2,133
-52.4%
0.14%
-47.5%
Q2 2022$385,000
-65.1%
4,481
-57.0%
0.26%
-58.6%
Q4 2021$1,103,000
+25.3%
10,427
+15.9%
0.62%
+23.3%
Q3 2021$880,000
+12.8%
8,998
+18.2%
0.51%
-3.1%
Q2 2021$780,000
+31.1%
7,614
+25.8%
0.52%
-80.8%
Q1 2021$595,000
+169.2%
6,051
+142.5%
2.73%
+30.0%
Q4 2020$221,0002,4952.10%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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