IAM Advisory, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,119 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.

Quarter-by-quarter ownership
IAM Advisory, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$410,299
-1.0%
4,047
+4.8%
0.14%
+1.4%
Q2 2023$414,609
-0.8%
3,863
-6.5%
0.14%
-2.1%
Q1 2023$418,051
-25.3%
4,132
-27.5%
0.14%
-30.1%
Q4 2022$559,400
+165.1%
5,696
+136.0%
0.21%
+136.8%
Q2 2022$211,000
-12.1%
2,414
+3.6%
0.09%
-10.3%
Q1 2022$240,000
+2.1%
2,329
+4.4%
0.10%
+4.3%
Q4 2021$235,000
-3.3%
2,231
-8.2%
0.09%
-9.7%
Q3 2021$243,000
-95.2%
2,431
-95.1%
0.10%
-95.4%
Q1 2021$5,113,00049,6562.23%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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