United Asset Strategies, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 485 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%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$2,026,375
-8.2%
23,656
-12.5%
0.20%
-9.1%
Q1 2024$2,207,186
-61.2%
27,029
-65.5%
0.22%
-65.6%
Q4 2023$5,689,660
+110.1%
78,305
+89.6%
0.64%
+82.6%
Q3 2023$2,708,493
-30.4%
41,306
-30.9%
0.35%
-27.8%
Q2 2023$3,892,431
+11.4%
59,810
+73.2%
0.48%
+5.2%
Q1 2023$3,492,993
+2.2%
34,523
-51.5%
0.46%
-3.2%
Q4 2022$3,418,252
-51.8%
71,228
-51.9%
0.48%
-56.3%
Q3 2022$7,090,000
+155.6%
148,057
+189.6%
1.09%
+169.6%
Q2 2022$2,774,000
-18.7%
51,117
+3.0%
0.40%
-6.9%
Q1 2022$3,412,000
-39.9%
49,609
-32.1%
0.43%
-35.8%
Q4 2021$5,676,000
+268.6%
73,067
+280.2%
0.68%
+239.7%
Q3 2021$1,540,000
-22.2%
19,218
-21.4%
0.20%
-24.6%
Q2 2021$1,979,000
+18.6%
24,437
+7.4%
0.26%
+9.1%
Q1 2021$1,669,000
-12.1%
22,757
-19.1%
0.24%
-19.1%
Q4 2020$1,899,000
+23.7%
28,143
+8.9%
0.30%
+6.0%
Q3 2020$1,535,000
+13.9%
25,839
+3.6%
0.28%
+6.0%
Q2 2020$1,348,000
+51.5%
24,944
+24.0%
0.27%
+20.4%
Q1 2020$890,000
-28.8%
20,120
-13.7%
0.22%
-9.1%
Q4 2019$1,250,000
-21.6%
23,311
-27.6%
0.24%
-30.4%
Q3 2019$1,595,000
+99.6%
32,215
+98.3%
0.35%
+89.7%
Q2 2019$799,000
-54.6%
16,242
-56.8%
0.18%
-55.6%
Q1 2019$1,760,000
+121.9%
37,632
+95.8%
0.41%
+91.7%
Q4 2018$793,000
+24.1%
19,219
+47.4%
0.22%
+44.0%
Q3 2018$639,00013,0410.15%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
NameSharesValueWeighting ↓
AGF Investments LLC 1,418,585$67,936,0006.23%
WestEnd Advisors, LLC 3,416,825$163,632,0005.48%
Cannon Global Investment Management, LLC 61,800$2,960,0004.78%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,162,100$55,653,0004.15%
Sage Advisory Services, Ltd.Co. 250,870$12,014,0003.74%
QUATTRO FINANCIAL ADVISORS LLC 164,497$7,878,0003.15%
Ayalon Insurance Comp Ltd. 132,636$6,352,0002.99%
Biltmore Wealth Management, LLC 116,078$5,559,0002.55%
Harrison & Co Wealth Management, LLC 48,916$2,343,0002.49%
Fortis Capital Management LLC 59,900$2,869,0002.45%
View complete list of SELECT SECTOR SPDR TR shareholders