Institute for Wealth Management, LLC. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 706 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.65 and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2021$275,000
-13.0%
3,433
-12.0%
0.05%
-12.7%
Q2 2021$316,000
+9.7%
3,903
-0.5%
0.06%0.0%
Q1 2021$288,000
-8.3%
3,921
-15.6%
0.06%
-11.3%
Q4 2020$314,000
+15.9%
4,646
+1.8%
0.06%0.0%
Q3 2020$271,000
+2.7%
4,562
-6.5%
0.06%
-4.6%
Q2 2020$264,000
+10.5%
4,881
-9.7%
0.06%
-12.2%
Q1 2020$239,000
-26.9%
5,406
-11.2%
0.07%0.0%
Q4 2019$327,000
-4.7%
6,089
-12.0%
0.07%
-14.0%
Q3 2019$343,000
+1.8%
6,917
+0.9%
0.09%
+14.7%
Q2 2019$337,0006,8560.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
WestEnd Advisors, LLC 3,205,271$153,820,9605.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,362,100$65,3683.40%
Blue Door Asset Management, LLC 67,000$3,215,3302.89%
CMH Wealth Management LLC 182,417$8,754,1922.81%
Frisch Financial Group, Inc. 143,496$6,8862.58%
Biltmore Wealth Management, LLC 124,329$5,966,5642.57%
Vickerman Investment Advisors, Inc. 111,986$5,374,2272.44%
Ayalon Insurance Comp Ltd. 105,523$5,0642.39%
Swan Global Investments, LLC 1,200,681$59,6022.33%
Migdal Insurance & Financial Holdings Ltd. 2,153,050$103,3252.30%
View complete list of SELECT SECTOR SPDR TR shareholders