Source Financial Advisors 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
Source Financial Advisors LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$299,972
-16.8%
2,959
-11.9%
0.10%
-14.4%
Q2 2023$360,466
-2.6%
3,359
-8.2%
0.12%
-4.8%
Q1 2023$370,086
+1.3%
3,658
-1.6%
0.12%
-9.5%
Q4 2022$365,205
+17.8%
3,719
-0.8%
0.14%
+11.4%
Q3 2022$310,000
-14.8%
3,748
-10.1%
0.12%
-14.0%
Q2 2022$364,000
-17.3%
4,167
-2.5%
0.14%
+10.0%
Q1 2022$440,000
-7.2%
4,276
-4.6%
0.13%
+1.6%
Q4 2021$474,000
+6.0%
4,483
-2.0%
0.13%
+10.3%
Q3 2021$447,000
-52.9%
4,573
-50.7%
0.12%
-52.5%
Q2 2021$949,000
+8.1%
9,270
+3.9%
0.24%
+4.3%
Q1 2021$878,000
+12.0%
8,922
+0.8%
0.23%
+10.4%
Q4 2020$784,0008,8540.21%
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