Concord Wealth Partners - 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
Concord Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$28,488
-5.5%
2810.0%0.01%0.0%
Q2 2023$30,157
+6.1%
2810.0%0.01%
-25.0%
Q1 2023$28,432
-12.0%
281
-14.6%
0.01%
-20.0%
Q4 2022$32,311
+29.2%
329
+17.1%
0.01%
+42.9%
Q2 2022$25,000
-13.8%
2810.0%0.01%
-12.5%
Q1 2022$29,000
-3.3%
2810.0%0.01%
+14.3%
Q4 2021$30,000
+11.1%
2810.0%0.01%
-36.4%
Q3 2021$27,000
-25.0%
281
-19.5%
0.01%
+10.0%
Q2 2021$36,000
+5.9%
3490.0%0.01%
-9.1%
Q1 2021$34,000
+100.0%
349
+80.8%
0.01%
-15.4%
Q4 2020$17,0001930.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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