GoalVest Advisory LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,015 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 2.41 and the average weighting 0.4%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2023$7,295
-22.6%
64
-31.2%
0.00%
-40.0%
Q3 2023$9,428
+37.3%
93
+45.3%
0.01%
+25.0%
Q2 2023$6,868
+6.1%
640.0%0.00%0.0%
Q1 2023$6,476
-23.3%
64
-25.6%
0.00%
-20.0%
Q4 2022$8,446
+20.7%
860.0%0.01%0.0%
Q3 2022$7,000
-91.9%
86
-91.3%
0.01%
-90.7%
Q2 2022$86,000
-93.0%
987
-91.7%
0.05%
-92.2%
Q1 2022$1,229,000
+124.3%
11,932
+122.9%
0.69%
+103.8%
Q2 2021$548,000
+13.9%
5,353
+9.5%
0.34%
-5.3%
Q1 2021$481,0004,8900.36%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 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