STERLING INVESTMENT MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 162 filers reported holding SELECT SECTOR SPDR TR in Q3 2018. The put-call ratio across all filers is 2.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
STERLING INVESTMENT MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$421,877
-4.1%
6,434
-4.8%
0.38%
+7.4%
Q2 2023$440,006
+8.9%
6,761
-3.0%
0.35%
+8.4%
Q1 2023$403,935
+13.9%
6,968
-5.7%
0.32%
+13.0%
Q4 2022$354,598
+26.2%
7,389
+26.0%
0.28%
+20.3%
Q3 2022$281,000
-12.2%
5,863
-0.4%
0.24%
-10.9%
Q2 2022$320,000
-22.5%
5,888
-2.1%
0.27%
-8.6%
Q1 2022$413,000
-22.5%
6,015
-12.3%
0.29%
-12.3%
Q4 2021$533,000
-3.4%
6,857
-0.5%
0.33%
-5.7%
Q3 2021$552,000
-2.1%
6,892
-1.0%
0.35%
-4.9%
Q2 2021$564,000
+4.8%
6,963
-5.0%
0.37%
+0.5%
Q1 2021$538,000
+2.5%
7,332
-5.7%
0.37%
-1.1%
Q4 2020$525,000
+5.6%
7,775
-7.1%
0.37%
+0.3%
Q3 2020$497,000
+9.0%
8,371
-0.9%
0.37%
+5.1%
Q2 2020$456,000
+28.1%
8,444
+4.9%
0.35%
+13.5%
Q1 2020$356,000
-27.8%
8,047
-12.5%
0.31%
-4.9%
Q4 2019$493,000
+22.6%
9,199
+13.2%
0.33%
+11.2%
Q3 2019$402,000
-1.5%
8,127
-2.0%
0.29%
-7.0%
Q2 2019$408,000
+21.1%
8,293
+15.2%
0.32%
+21.1%
Q1 2019$337,0000.0%7,198
-11.9%
0.26%
-7.4%
Q4 2018$337,000
-14.0%
8,167
+1.8%
0.28%
-1.1%
Q3 2018$392,0008,0190.28%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2018
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