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 1,076 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.81 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 Q3 2023
NameSharesValueWeighting ↓
Florin Court Capital LLP 167,700$16,469,81722.30%
P&S Credit Management, L.P. 100,000$9,821,00016.25%
Platt Investment Counsel, LLC 93,652$9,197,58813.08%
Biltmore Wealth Management, LLC 233,402$22,922,4139.89%
MIRABELLA FINANCIAL SERVICES LLP 980,863$96,330,5568.60%
Gates Capital Management 2,750,000$270,077,5008.49%
400 Capital Management LLC 16,900$1,659,7498.12%
Bellwether Advisors, LLC 239,189$23,490,7516.82%
Q3 Asset Management 88,617$8,7035.89%
Beaumont Capital Management, LLC 83,941$8,243,8455.81%
View complete list of SELECT SECTOR SPDR TR shareholders