SVB WEALTH LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 640 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$934,504
-0.6%
14,252
-1.3%
0.02%
+23.5%
Q2 2023$940,146
-4.8%
14,446
-15.2%
0.02%
+21.4%
Q1 2023$987,171
-12.5%
17,029
-27.6%
0.01%
-6.7%
Q4 2022$1,128,389
+46.5%
23,513
+46.2%
0.02%
+36.4%
Q3 2022$770,000
+2650.0%
16,082
+3738.2%
0.01%
Q1 2022$28,000
-12.5%
4190.0%0.00%
-100.0%
Q4 2021$32,000
-91.0%
419
-90.6%
0.00%
-80.0%
Q3 2021$356,000
-1.1%
4,4520.0%0.01%0.0%
Q2 2021$360,000
-30.2%
4,452
-36.7%
0.01%
-28.6%
Q1 2021$516,000
-12.1%
7,033
-19.2%
0.01%
-22.2%
Q4 2020$587,000
+13.5%
8,7030.0%0.01%0.0%
Q3 2020$517,000
+28.3%
8,703
+16.7%
0.01%
+28.6%
Q2 2020$403,000
-42.3%
7,459
-42.7%
0.01%
-46.2%
Q4 2019$698,00013,0140.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
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