BAR HARBOR WEALTH MANAGEMENT - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 552 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,661,896
+0.7%
71,098
-0.0%
0.37%
+4.5%
Q2 2023$4,627,709
+9.8%
71,108
-2.2%
0.36%
+5.7%
Q1 2023$4,215,404
+20.4%
72,717
-0.3%
0.34%
+20.0%
Q4 2022$3,501,255
+0.1%
72,958
-0.1%
0.28%
-7.0%
Q3 2022$3,499,000
-16.2%
73,067
-5.1%
0.30%
-9.9%
Q2 2022$4,177,000
-13.7%
76,971
+9.4%
0.33%
-23.0%
Q1 2022$4,839,000
-5.2%
70,349
+7.1%
0.43%
+0.2%
Q4 2021$5,104,000
-2.4%
65,699
+0.6%
0.43%
-11.5%
Q3 2021$5,231,000
-2.5%
65,296
-1.4%
0.49%
-2.0%
Q2 2021$5,364,000
+10.7%
66,253
+0.2%
0.50%
+5.9%
Q1 2021$4,846,000
+8.9%
66,090
+0.2%
0.47%
+5.6%
Q4 2020$4,451,000
+12.5%
65,957
-1.0%
0.45%
+2.1%
Q3 2020$3,958,000
+7.5%
66,629
-2.2%
0.44%
+2.6%
Q2 2020$3,683,000
+9.3%
68,148
-10.5%
0.43%
-6.2%
Q1 2020$3,369,000
+123.1%
76,160
+170.4%
0.45%
+175.2%
Q4 2019$1,510,000
-1.9%
28,165
-9.4%
0.16%
-7.8%
Q3 2019$1,540,000
-3.7%
31,095
-4.3%
0.18%
-3.8%
Q2 2019$1,599,000
+8.6%
32,481
+3.2%
0.19%
+5.1%
Q1 2019$1,473,000
+24.7%
31,488
+10.1%
0.18%
+12.7%
Q4 2018$1,181,000
-6.9%
28,609
+10.5%
0.16%
+9.0%
Q3 2018$1,269,00025,8990.14%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
WestEnd Advisors, LLC 3,205,271$153,820,9605.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,362,100$65,3683.40%
Blue Door Asset Management, LLC 67,000$3,215,3302.89%
CMH Wealth Management LLC 182,417$8,754,1922.81%
Frisch Financial Group, Inc. 143,496$6,8862.58%
Biltmore Wealth Management, LLC 124,329$5,966,5642.57%
Vickerman Investment Advisors, Inc. 111,986$5,374,2272.44%
Ayalon Insurance Comp Ltd. 105,523$5,0642.39%
Swan Global Investments, LLC 1,200,681$59,6022.33%
Migdal Insurance & Financial Holdings Ltd. 2,153,050$103,3252.30%
View complete list of SELECT SECTOR SPDR TR shareholders