Nelson Capital Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 889 filers reported holding SELECT SECTOR SPDR TR in Q1 2024. The put-call ratio across all filers is 2.03 and the average weighting 0.5%.

Quarter-by-quarter ownership
Nelson Capital Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$2,164,971
+5.4%
25,274
+0.5%
0.38%
-2.3%
Q1 2024$2,054,076
+11.6%
25,154
-0.7%
0.39%
-4.6%
Q4 2023$1,839,897
+13.5%
25,322
+2.4%
0.41%
+3.8%
Q3 2023$1,620,694
+10.5%
24,717
+9.7%
0.40%
+4.7%
Q2 2023$1,466,058
+12.6%
22,527
+0.3%
0.38%
+2.4%
Q1 2023$1,301,601
+17.4%
22,453
-2.8%
0.37%
+13.8%
Q4 2022$1,108,761
+2.0%
23,104
+1.8%
0.32%
+1.9%
Q3 2022$1,087,000
-10.6%
22,695
+1.3%
0.32%
-5.1%
Q2 2022$1,216,000
-26.4%
22,408
-6.8%
0.34%
+4.0%
Q1 2022$1,653,000
-10.8%
24,036
+0.7%
0.32%
-5.8%
Q4 2021$1,854,000
-5.0%
23,868
-2.0%
0.34%
-11.6%
Q3 2021$1,951,000
-1.4%
24,360
-0.3%
0.39%
-3.2%
Q2 2021$1,979,000
-7.0%
24,436
-15.8%
0.40%
-11.9%
Q1 2021$2,127,000
-0.1%
29,012
-8.1%
0.46%
-0.7%
Q4 2020$2,130,000
-29.0%
31,562
-37.5%
0.46%
-12.8%
Q3 2020$2,998,000
+1.4%
50,477
-7.8%
0.52%
-18.5%
Q2 2020$2,957,000
+19.5%
54,720
-2.2%
0.64%
-3.2%
Q1 2020$2,475,000
-2.8%
55,946
+17.9%
0.66%
+24.3%
Q4 2019$2,545,000
+11.0%
47,455
+2.5%
0.54%
-1.5%
Q3 2019$2,292,000
+3.8%
46,290
+3.2%
0.54%
+4.0%
Q2 2019$2,208,000
+29.7%
44,860
+23.2%
0.52%
+22.8%
Q1 2019$1,703,000
+38.8%
36,420
+22.5%
0.42%
+24.3%
Q4 2018$1,227,000
+5234.8%
29,720
+6170.0%
0.34%
+6740.0%
Q3 2018$23,0004740.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2024
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