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 1,076 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
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 Q3 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 106,173$10,388,0009.22%
Biltmore Wealth Management, LLC 232,382$22,736,0009.10%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 56,719$5,549,0007.81%
Mandatum Life Insurance Co Ltd 403,134$39,443,0007.31%
PVG ASSET MANAGEMENT CORP 21,638$2,117,061,0006.34%
Florin Court Capital LLP 63,200$6,183,0005.89%
Chicago Wealth Management, Inc. 69,502$6,800,0004.96%
Opal Wealth Advisors, LLC 51,390$5,028,0004.83%
Round Rock Advisors, LLC 62,739$6,138,0004.54%
Ayalon Insurance Comp Ltd. 124,397$12,338,0004.44%
View complete list of SELECT SECTOR SPDR TR shareholders