Evercore Wealth Management, LLC - 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 480 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 5.15 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,676,428
+25.2%
25,567
+24.3%
0.03%
+24.0%
Q2 2023$1,338,500
+24.4%
20,567
+10.8%
0.02%
+19.0%
Q1 2023$1,076,329
+233.6%
18,567
+176.1%
0.02%
+200.0%
Q4 2022$322,684
-69.4%
6,724
-69.4%
0.01%
-70.8%
Q3 2022$1,054,000
-10.6%
21,997
+1.3%
0.02%
-4.0%
Q2 2022$1,179,000
-16.1%
21,725
+6.4%
0.02%0.0%
Q1 2022$1,405,000
+26.5%
20,425
+42.8%
0.02%
+38.9%
Q4 2021$1,111,000
-2.5%
14,307
+0.6%
0.02%
-14.3%
Q3 2021$1,140,000
-2.1%
14,222
-1.2%
0.02%0.0%
Q2 2021$1,165,000
+39.5%
14,388
+26.3%
0.02%
+23.5%
Q1 2021$835,000
+57.5%
11,388
+45.0%
0.02%
+54.5%
Q4 2020$530,000
+13.5%
7,856
-0.0%
0.01%0.0%
Q3 2020$467,000
+37.0%
7,857
+24.7%
0.01%
+22.2%
Q2 2020$341,000
+22.2%
6,3000.0%0.01%0.0%
Q1 2020$279,000–6,300–0.01%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
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