Forvis Mazars Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 636 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
Forvis Mazars Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$1,709,260
+7.1%
19,954
+2.1%
0.04%
+4.9%
Q1 2024$1,595,391
+14.4%
19,537
+1.8%
0.04%
+5.1%
Q4 2023$1,394,854
+4.7%
19,197
-5.5%
0.04%
-2.5%
Q3 2023$1,332,129
+1.0%
20,316
+0.3%
0.04%
+2.6%
Q2 2023$1,318,651
+0.3%
20,262
-10.6%
0.04%
-9.3%
Q1 2023$1,314,064
+1.7%
22,668
-15.8%
0.04%
-4.4%
Q4 2022$1,292,659
+8.7%
26,936
+8.5%
0.04%
-6.2%
Q3 2022$1,189,000
-0.8%
24,835
+12.5%
0.05%0.0%
Q2 2022$1,198,000
-21.3%
22,067
-0.4%
0.05%
-26.2%
Q1 2022$1,523,000
-8.3%
22,148
+3.6%
0.06%
-7.1%
Q4 2021$1,660,000
-6.1%
21,374
-3.1%
0.07%
-13.6%
Q3 2021$1,767,000
-1.3%
22,062
-0.2%
0.08%
-2.4%
Q2 2021$1,790,000
+10.0%
22,102
-0.4%
0.08%
+2.5%
Q1 2021$1,627,000
-0.4%
22,185
-8.3%
0.08%
-1.2%
Q4 2020$1,633,000
+12.7%
24,194
-0.8%
0.08%
-2.4%
Q3 2020$1,449,000
-7.2%
24,394
-15.6%
0.08%
-16.8%
Q2 2020$1,561,000
-0.2%
28,889
-18.3%
0.10%
-21.1%
Q1 2020$1,564,000
-24.2%
35,358
-8.1%
0.13%
-14.1%
Q4 2019$2,064,000
+10.2%
38,492
+1.8%
0.15%
-0.7%
Q3 2019$1,873,000
+1.3%
37,814
+0.6%
0.15%0.0%
Q2 2019$1,849,000
+6.1%
37,571
+0.9%
0.15%
+3.4%
Q1 2019$1,742,000
+126.5%
37,247
+99.9%
0.14%
+83.5%
Q4 2018$769,00018,6290.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 450,488$26,930,0007.38%
Florin Court Capital LLP 124,400$7,389,0007.02%
AGF Investments LLC 1,028,453$61,090,0006.83%
Camarda Financial Advisors, LLC 91,256$5,421,0006.58%
Newfound Research LLC 34,015$2,020,0005.77%
Essex Private Wealth Management, LLC 83,720$4,972,0005.14%
INNEALTA CAPITAL, LLC 129,555$7,696,0005.01%
Swan Global Investments, LLC 2,734,369$162,422,0004.73%
WestEnd Advisors, LLC 1,331,849$79,111,854,0004.66%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 73,872$4,717,0004.40%
View complete list of SELECT SECTOR SPDR TR shareholders