BELLEVUE ASSET MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 757 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.04 and the average weighting 0.4%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$19,464
-5.5%
1920.0%0.01%0.0%
Q2 2023$20,605
+6.1%
1920.0%0.01%0.0%
Q1 2023$19,426
+3.8%
1920.0%0.01%
-7.1%
Q4 2022$18,718
+17.0%
1920.0%0.01%
+16.7%
Q3 2022$16,000
-5.9%
1920.0%0.01%0.0%
Q2 2022$17,000
-15.0%
1920.0%0.01%0.0%
Q1 2022$20,0000.0%1920.0%0.01%0.0%
Q4 2021$20,000
+5.3%
1920.0%0.01%0.0%
Q3 2021$19,000
-5.0%
1920.0%0.01%0.0%
Q2 2021$20,000
+5.3%
1920.0%0.01%0.0%
Q1 2021$19,000
+11.8%
1920.0%0.01%
+20.0%
Q4 2020$17,000
+13.3%
1920.0%0.01%0.0%
Q3 2020$15,000
+15.4%
1920.0%0.01%
-23.1%
Q2 2020$13,000
+8.3%
1920.0%0.01%
+8.3%
Q1 2020$12,000
-25.0%
1920.0%0.01%0.0%
Q4 2019$16,0001920.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
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