HERITAGE WEALTH MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,050 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.5%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2022$157,440
+138.5%
1,603
+100.9%
0.02%
+4.8%
Q3 2022$66,000
-99.9%
798
+0.4%
0.02%
-8.7%
Q2 2022$69,400,000
+78763.6%
795
-6.9%
0.02%
-4.2%
Q1 2022$88,000
+2.3%
854
-3.2%
0.02%
-22.6%
Q3 2021$86,000
-4.4%
882
+0.3%
0.03%
-8.8%
Q2 2021$90,0008790.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
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