Opal Wealth 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
Opal Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$5,728,363
-9.6%
56,504
-4.3%
3.35%
+6.1%
Q2 2023$6,335,067
+5.7%
59,030
-0.3%
3.16%
-9.7%
Q1 2023$5,993,450
+20.9%
59,236
+17.3%
3.50%
+28.0%
Q4 2022$4,958,263
+0.4%
50,486
-15.3%
2.73%
-24.1%
Q3 2022$4,938,000
+3.3%
59,605
+9.0%
3.60%
+14.1%
Q2 2022$4,778,000
-25.9%
54,705
-12.6%
3.16%
-43.7%
Q1 2022$6,446,000
+1.3%
62,598
+4.1%
5.61%
+39.4%
Q4 2021$6,364,000
+26.6%
60,150
+17.0%
4.03%
-16.7%
Q3 2021$5,028,000
+3.5%
51,390
+8.3%
4.83%
+6.9%
Q2 2021$4,859,00047,4524.52%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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