WHALEROCK POINT PARTNERS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 638 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 1.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$570,918
+0.8%
8,7070.0%0.20%
+3.1%
Q2 2023$566,652
+15.3%
8,707
+2.7%
0.19%
+4.9%
Q1 2023$491,296
+20.8%
8,4750.0%0.18%
+10.9%
Q4 2022$406,715
+0.2%
8,4750.0%0.16%
-7.3%
Q3 2022$406,000
-11.7%
8,4750.0%0.18%
-8.2%
Q2 2022$460,000
-99.9%
8,4750.0%0.19%
-6.3%
Q1 2022$582,910,000
-11.5%
8,4750.0%0.21%
-8.4%
Q4 2021$658,338,000
+156274.8%
8,475
+61.4%
0.23%
+38.7%
Q3 2021$421,0005,2500.16%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
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