EP Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 552 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$8,487,582
+0.1%
129,443
+1280.4%
0.13%
+8.2%
Q2 2023$8,479,294
+4103.6%
9,377
+274.9%
0.12%
+3966.7%
Q1 2023$201,717
-95.4%
2,501
-97.3%
0.00%
-96.2%
Q4 2022$4,369,332
+119.2%
91,047
+118.8%
0.08%
+75.6%
Q3 2022$1,993,000
-44.9%
41,610
-37.6%
0.04%
-45.1%
Q2 2022$3,619,000
-21.3%
66,682
-0.2%
0.08%
-18.8%
Q1 2022$4,597,000
+90.0%
66,835
+114.6%
0.10%
+77.2%
Q4 2021$2,420,000
+138.4%
31,147
+145.9%
0.06%
+103.6%
Q3 2021$1,015,000
+23.3%
12,667
+24.6%
0.03%
+21.7%
Q2 2021$823,000
+37.4%
10,166
+24.4%
0.02%
+21.1%
Q1 2021$599,000
+19.3%
8,170
+9.7%
0.02%
+5.6%
Q4 2020$502,000
+44.7%
7,445
+27.3%
0.02%
+20.0%
Q3 2020$347,000
+30.9%
5,8480.02%
+36.4%
Q2 2020$265,000
-38.2%
0
-100.0%
0.01%
-47.6%
Q1 2020$429,000
+65.6%
9,691
+85.4%
0.02%
+61.5%
Q3 2019$259,000
-22.7%
5,227
-23.3%
0.01%
-38.1%
Q2 2019$335,0000.0%6,816
-4.8%
0.02%
-34.4%
Q1 2019$335,000
-64.1%
7,157
-68.4%
0.03%
-55.6%
Q4 2018$934,00022,6370.07%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
McElhenny Sheffield Capital Management, LLC 330,865$21,694,80611.03%
Main Management ETF Advisors, LLC 2,133,285$139,8799.94%
WINTON GROUP Ltd 1,683,374$110,378,8339.10%
Diversified, LLC 505,739$33,161,2928.60%
Anfield Capital Management, LLC 243,970$15,997,1137.63%
J.Safra Asset Management Corp 701,767$46,014,8626.71%
WestEnd Advisors, LLC 3,112,285$204,072,5586.14%
Parker Investment Management, LLC 423,136$27,745,0285.99%
Wall Capital Group, Inc. 60,319$4,091,4425.81%
CHURCHILL MANAGEMENT Corp 4,855,556$318,378,7995.38%
View complete list of SELECT SECTOR SPDR TR shareholders