Roberts Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,071 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 2.44 and the average weighting 0.5%.

Quarter-by-quarter ownership
Roberts Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$837,860
-20.8%
8,148
-17.4%
0.37%
-20.9%
Q2 2023$1,058,497
+5.6%
9,863
-2.5%
0.46%
+1.1%
Q1 2023$1,001,899
+1.0%
10,111
+0.3%
0.46%
-4.0%
Q4 2022$991,778
+21.7%
10,077
+7.4%
0.48%
+19.5%
Q3 2022$815,000
+1.5%
9,383
+2.7%
0.40%
+14.6%
Q2 2022$803,000
-12.1%
9,138
+2.1%
0.35%
-2.2%
Q1 2022$914,000
-0.4%
8,946
+2.3%
0.36%
+8.2%
Q4 2021$918,000
+10.7%
8,744
+3.2%
0.33%
+0.9%
Q3 2021$829,0008,4750.33%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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