Concord Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,071 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 2.44 and the average weighting 0.5%.

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 Q1 2022
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