Clearstead Advisors, 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
Clearstead Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$250,612
+88.9%
2,472
+100.0%
0.01%
-12.5%
Q2 2023$132,648
+6.1%
1,2360.0%0.01%
-11.1%
Q1 2023$125,059
-31.1%
1,236
-33.2%
0.01%
-35.7%
Q4 2022$181,590
+11.4%
1,849
-5.9%
0.01%
-6.7%
Q3 2022$163,000
-8.9%
1,965
-4.4%
0.02%
+7.1%
Q2 2022$179,000
-44.8%
2,055
-34.7%
0.01%
-36.4%
Q1 2022$324,000
-5.5%
3,147
-3.0%
0.02%
-4.3%
Q4 2021$343,000
+9.6%
3,243
+1.3%
0.02%0.0%
Q3 2021$313,000
+240.2%
3,200
+257.5%
0.02%
+228.6%
Q2 2021$92,000
+4.5%
8950.0%0.01%0.0%
Q1 2021$88,000
+11.4%
8950.0%0.01%0.0%
Q4 2020$79,000
+14.5%
8950.0%0.01%0.0%
Q3 2020$69,000
-58.9%
895
-63.5%
0.01%
-63.2%
Q2 2020$168,000
+15.9%
2,4500.0%0.02%
-9.5%
Q1 2020$145,000
-27.5%
2,4500.0%0.02%
-12.5%
Q4 2019$200,0002,4500.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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