NAPLES GLOBAL ADVISORS, 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
NAPLES GLOBAL ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,572,631
-0.0%
23,984
-0.8%
0.19%
+3.2%
Q2 2023$1,573,244
+17.3%
24,174
+4.5%
0.18%
+10.8%
Q1 2023$1,341,310
+34.6%
23,138
+11.5%
0.17%
+31.5%
Q4 2022$996,176
+210.3%
20,758
+209.7%
0.13%
+188.6%
Q3 2022$321,000
-20.3%
6,703
-9.8%
0.04%
-15.4%
Q2 2022$403,000
-21.1%
7,4280.0%0.05%
-11.9%
Q1 2022$511,000
-11.4%
7,4280.0%0.06%
-11.9%
Q4 2021$577,000
+1.4%
7,428
+4.6%
0.07%
-10.7%
Q3 2021$569,000
+1.1%
7,103
+2.2%
0.08%
-3.8%
Q2 2021$563,000
+18.3%
6,953
+7.0%
0.08%
+8.3%
Q1 2021$476,000
+8.7%
6,4980.0%0.07%
-2.7%
Q4 2020$438,000
+25.5%
6,498
+10.6%
0.07%
+8.8%
Q3 2020$349,000
+23.3%
5,873
+12.0%
0.07%
+11.5%
Q2 2020$283,0005,2430.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
AGF Investments LLC 1,519,497$118,035,0009.93%
WestEnd Advisors, LLC 2,927,044$227,372,777,0006.19%
Ayalon Insurance Comp Ltd. 201,443$15,648,0005.35%
Leicht Financial Planning & Wealth Management, Inc. 104,966$8,154,0004.65%
INNEALTA CAPITAL, LLC 111,685$8,676,0004.30%
Essex Private Wealth Management, LLC 61,527$4,779,0004.04%
Beaumont Capital Management, LLC 87,584$6,803,0003.93%
Granite Bay Wealth Management, LLC 47,093$3,658,0003.61%
Danda Trouve Investment Management, Inc. 39,954$3,104,0003.52%
ORLEANS CAPITAL MANAGEMENT CORP/LA 79,587$6,182,0003.51%
View complete list of SELECT SECTOR SPDR TR shareholders