VALLEY WEALTH MANAGERS, INC. - 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
VALLEY WEALTH MANAGERS, INC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$148,522
-10.1%
1,465
-4.9%
0.01%
-20.0%
Q2 2023$165,273
+5.1%
1,540
-0.9%
0.02%
+7.1%
Q1 2023$157,234
-18.3%
1,554
-20.7%
0.01%
-22.2%
Q4 2022$192,492
+13.9%
1,960
-3.7%
0.02%
+5.9%
Q3 2022$169,000
-24.2%
2,035
-20.2%
0.02%
-19.0%
Q2 2022$223,000
-15.2%
2,5510.0%0.02%
-4.5%
Q1 2022$263,000
-20.3%
2,551
-18.2%
0.02%
-15.4%
Q4 2021$330,000
-11.5%
3,119
-18.2%
0.03%
-21.2%
Q3 2021$373,000
-5.8%
3,811
-1.4%
0.03%0.0%
Q2 2021$396,000
+3.9%
3,867
-0.1%
0.03%
-2.9%
Q1 2021$381,000
+21.3%
3,870
+9.0%
0.03%
+9.7%
Q4 2020$314,000
+10.6%
3,551
-3.6%
0.03%0.0%
Q3 2020$284,000
+27.4%
3,685
+13.3%
0.03%
+24.0%
Q2 2020$223,000
+11.5%
3,251
-4.0%
0.02%
-3.8%
Q1 2020$200,000
-27.8%
3,387
-0.4%
0.03%
-7.1%
Q4 2019$277,000
+14.9%
3,402
+9.5%
0.03%
+7.7%
Q3 2019$241,000
-10.1%
3,106
-10.4%
0.03%
-7.1%
Q2 2019$268,000
+3.1%
3,4670.0%0.03%0.0%
Q1 2019$260,000
-1.5%
3,467
-15.3%
0.03%
-17.6%
Q4 2018$264,000
+24.5%
4,093
+51.1%
0.03%
+36.0%
Q3 2018$212,000
+6.0%
2,709
+0.5%
0.02%
+4.2%
Q1 2018$200,000
-5.7%
2,696
-3.6%
0.02%
-7.7%
Q4 2017$212,000
+393.0%
2,796
+326.9%
0.03%
+333.3%
Q1 2017$43,000
+126.3%
655
+118.3%
0.01%
+100.0%
Q4 2016$19,000
+58.3%
300
+50.0%
0.00%
+50.0%
Q3 2016$12,000
-95.6%
200
-96.1%
0.00%
-95.8%
Q2 2015$275,000
-6.8%
5,085
-3.9%
0.05%
-5.9%
Q1 2015$295,000
+32.3%
5,293
+34.4%
0.05%
+27.5%
Q4 2014$223,000
-30.5%
3,938
-34.8%
0.04%
-34.4%
Q3 2014$321,000
-1.2%
6,037
+0.4%
0.06%
-1.6%
Q2 2014$325,000
+30.0%
6,012
+25.9%
0.06%
+24.0%
Q1 2014$250,000
+5.0%
4,777
+4.9%
0.05%
+2.0%
Q4 2013$238,000
+7.2%
4,556
-4.7%
0.05%
+2.1%
Q3 2013$222,0004,7810.05%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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