Creative Planning - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 426 filers reported holding SELECT SECTOR SPDR TR in Q4 2019. The put-call ratio across all filers is 4.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$2,861,277
+12.1%
33,403
+6.9%
0.00%0.0%
Q1 2024$2,552,750
+18.4%
31,261
+5.4%
0.00%
-25.0%
Q4 2023$2,155,356
+63.4%
29,664
+47.4%
0.00%
+100.0%
Q3 2023$1,319,253
+10.3%
20,120
+9.4%
0.00%0.0%
Q2 2023$1,196,490
-35.9%
18,385
-42.9%
0.00%
-33.3%
Q1 2023$1,866,919
+126.2%
32,205
+87.2%
0.00%
+200.0%
Q4 2022$825,426
+4.7%
17,200
+4.5%
0.00%0.0%
Q3 2022$788,000
-22.8%
16,452
-12.5%
0.00%
-50.0%
Q2 2022$1,021,000
-19.4%
18,809
+2.1%
0.00%0.0%
Q1 2022$1,267,000
-15.8%
18,415
-4.9%
0.00%0.0%
Q4 2021$1,504,000
+4.9%
19,360
+8.2%
0.00%
-33.3%
Q3 2021$1,434,000
+9.5%
17,895
+10.6%
0.00%
+50.0%
Q2 2021$1,310,000
-4.1%
16,173
-13.2%
0.00%
-33.3%
Q1 2021$1,366,000
+23.3%
18,636
+13.5%
0.00%
+50.0%
Q4 2020$1,108,000
+46.9%
16,416
+29.4%
0.00%0.0%
Q3 2020$754,000
+62.2%
12,687
+47.3%
0.00%
+100.0%
Q2 2020$465,000
+14.3%
8,611
-6.4%
0.00%0.0%
Q1 2020$407,000
-35.5%
9,195
-21.8%
0.00%
-50.0%
Q4 2019$631,000
+86.7%
11,765
+72.6%
0.00%
+100.0%
Q3 2019$338,000
+4.0%
6,816
+3.2%
0.00%0.0%
Q2 2019$325,000
+23.6%
6,605
+23.0%
0.00%0.0%
Q3 2018$263,0005,3680.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2019
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