Journey Advisory Group, 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
Journey Advisory Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$591,553
-6.8%
5,835
-1.4%
0.09%
-6.4%
Q2 2023$634,798
-2.9%
5,915
-8.4%
0.09%
-8.7%
Q1 2023$653,623
-10.6%
6,460
-13.3%
0.10%
-43.4%
Q4 2022$731,370
+6.3%
7,447
-10.3%
0.18%
+3.4%
Q3 2022$688,000
-15.5%
8,305
-2.4%
0.18%
-5.9%
Q2 2022$814,000
-16.8%
8,505
-10.4%
0.19%
-24.6%
Q1 2022$978,000
-5.2%
9,494
-2.7%
0.25%
-13.0%
Q4 2021$1,032,000
+16.7%
9,755
+8.0%
0.28%
-0.3%
Q3 2021$884,000
-11.2%
9,035
-7.0%
0.29%
-9.5%
Q2 2021$995,000
+4.1%
9,716
+0.0%
0.32%
-5.4%
Q1 2021$956,000
+12.9%
9,715
+1.5%
0.33%
+5.4%
Q4 2020$847,0009,5700.32%
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