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 898 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.58 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 Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 106,173$10,388,0009.22%
Biltmore Wealth Management, LLC 232,382$22,736,0009.10%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 56,719$5,549,0007.81%
Mandatum Life Insurance Co Ltd 403,134$39,443,0007.31%
PVG ASSET MANAGEMENT CORP 21,638$2,117,061,0006.34%
Florin Court Capital LLP 63,200$6,183,0005.89%
Chicago Wealth Management, Inc. 69,502$6,800,0004.96%
Opal Wealth Advisors, LLC 51,390$5,028,0004.83%
Round Rock Advisors, LLC 62,739$6,138,0004.54%
Ayalon Insurance Comp Ltd. 124,397$12,338,0004.44%
View complete list of SELECT SECTOR SPDR TR shareholders