AVANTAX ADVISORY SERVICES, INC. - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 733 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.60 and the average weighting 0.4%.

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Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$6,009,151
+19.8%
91,645
+18.9%
0.07%
+17.5%
Q2 2023$5,017,010
+87.0%
77,090
+66.6%
0.06%
+72.7%
Q1 2023$2,682,915
+11.4%
46,281
-7.7%
0.03%
+3.1%
Q4 2022$2,407,561
-15.0%
50,168
-15.2%
0.03%
-25.6%
Q3 2022$2,833,000
-11.7%
59,146
+0.1%
0.04%
-10.4%
Q2 2022$3,207,000
+130.1%
59,095
+191.3%
0.05%
+152.6%
Q1 2022$1,394,000
+5.1%
20,284
+18.9%
0.02%
-5.0%
Q4 2021$1,326,000
+26.0%
17,065
+30.1%
0.02%
+11.1%
Q3 2021$1,052,000
+3.1%
13,112
+4.1%
0.02%
-5.3%
Q2 2021$1,020,000
+2.5%
12,596
-6.8%
0.02%
-9.5%
Q1 2021$995,000
+11.5%
13,521
+2.1%
0.02%0.0%
Q4 2020$892,000
-31.7%
13,237
-40.0%
0.02%0.0%
Q3 2020$1,306,000
+257.8%
22,068
+226.3%
0.02%
+90.9%
Q2 2020$365,000
+25.9%
6,764
+3.0%
0.01%
+22.2%
Q1 2020$290,000–6,565–0.01%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
AGF Investments LLC 1,519,497$118,035,0009.93%
WestEnd Advisors, LLC 2,927,044$227,372,777,0006.19%
Ayalon Insurance Comp Ltd. 201,443$15,648,0005.35%
Leicht Financial Planning & Wealth Management, Inc. 104,966$8,154,0004.65%
INNEALTA CAPITAL, LLC 111,685$8,676,0004.30%
Essex Private Wealth Management, LLC 61,527$4,779,0004.04%
Beaumont Capital Management, LLC 87,584$6,803,0003.93%
Granite Bay Wealth Management, LLC 47,093$3,658,0003.61%
Danda Trouve Investment Management, Inc. 39,954$3,104,0003.52%
ORLEANS CAPITAL MANAGEMENT CORP/LA 79,587$6,182,0003.51%
View complete list of SELECT SECTOR SPDR TR shareholders