WBH ADVISORY INC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 648 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$13,191,790
+7.6%
154,002
+2.5%
1.34%
+5.8%
Q1 2024$12,264,984
+14.1%
150,196
+1.5%
1.26%
+5.6%
Q4 2023$10,747,121
+12.6%
147,910
+1.6%
1.20%
+2.0%
Q3 2023$9,547,546
+3.9%
145,608
+3.1%
1.17%
+7.6%
Q2 2023$9,192,545
+15.5%
141,250
+2.9%
1.09%
+9.6%
Q1 2023$7,960,691
+18.6%
137,324
-2.1%
0.99%
+2.6%
Q3 2022$6,714,000
-15.6%
140,200
-3.1%
0.97%
-8.7%
Q2 2022$7,953,000
-25.5%
144,633
-17.2%
1.06%
-19.1%
Q1 2022$10,680,000
-22.0%
174,717
-0.9%
1.31%
-16.1%
Q4 2021$13,695,000
-4.5%
176,298
-1.5%
1.56%
-19.0%
Q3 2021$14,341,000
+16.3%
179,015
+21.8%
1.93%
+6.8%
Q2 2021$12,334,000
+19.4%
146,951
+4.3%
1.81%
+8.1%
Q1 2021$10,333,000
+6.7%
140,929
-0.2%
1.67%
+0.4%
Q4 2020$9,682,000
+15.6%
141,224
+0.2%
1.67%
-1.4%
Q3 2020$8,373,000
+13.5%
140,957
+3.3%
1.69%
-5.3%
Q2 2020$7,376,000
+10.5%
136,506
-9.5%
1.78%
+14.0%
Q1 2020$6,675,000
-18.9%
150,887
-1.7%
1.57%
-6.9%
Q4 2019$8,228,000
+2.3%
153,423
-5.6%
1.68%
-6.9%
Q3 2019$8,045,000
+4.4%
162,472
+3.8%
1.81%
+1.2%
Q2 2019$7,706,000
+8.0%
156,581
+2.6%
1.79%
+5.2%
Q1 2019$7,138,000
+45.3%
152,624
+28.2%
1.70%
+42.3%
Q4 2018$4,914,000
+96.2%
119,057
+132.9%
1.19%
+96.5%
Q3 2018$2,504,00051,1190.61%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
NameSharesValueWeighting ↓
AGF Investments LLC 1,418,585$67,936,0006.23%
WestEnd Advisors, LLC 3,416,825$163,632,0005.48%
Cannon Global Investment Management, LLC 61,800$2,960,0004.78%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,162,100$55,653,0004.15%
Sage Advisory Services, Ltd.Co. 250,870$12,014,0003.74%
QUATTRO FINANCIAL ADVISORS LLC 164,497$7,878,0003.15%
Ayalon Insurance Comp Ltd. 132,636$6,352,0002.99%
Biltmore Wealth Management, LLC 116,078$5,559,0002.55%
Harrison & Co Wealth Management, LLC 48,916$2,343,0002.49%
Fortis Capital Management LLC 59,900$2,869,0002.45%
View complete list of SELECT SECTOR SPDR TR shareholders