SUMMIT FINANCIAL GROUP, INC. - 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
SUMMIT FINANCIAL GROUP, INC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$842,771
-23.1%
8,313
-18.6%
0.35%
-16.9%
Q2 2023$1,095,522
+6.1%
10,2080.0%0.43%
+8.7%
Q1 2023$1,032,844
+111197.8%
10,208
+8.0%
0.39%
+6.5%
Q4 2022$928
-99.9%
9,448
+0.7%
0.37%
+13.9%
Q3 2022$777,000
-5.2%
9,3830.0%0.32%
+2.2%
Q2 2022$820,000
-2.1%
9,383
+15.4%
0.32%
+11.3%
Q1 2022$838,000
+26.4%
8,133
+29.7%
0.28%
+31.5%
Q4 2021$663,000
+8.0%
6,2730.0%0.22%
-2.7%
Q3 2021$614,000
+18.1%
6,273
+23.7%
0.22%
+13.8%
Q2 2021$520,000
+11.8%
5,073
+7.4%
0.20%
+1.0%
Q1 2021$465,000
+11.5%
4,723
+0.3%
0.19%
+5.5%
Q4 2020$417,0004,7080.18%
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