ROPES WEALTH ADVISORS LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 652 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 2.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$364,831
+3.8%
5,564
+3.0%
0.07%
+22.4%
Q2 2023$351,562
+17.1%
5,402
+4.3%
0.06%
+7.4%
Q1 2023$300,111
+20.8%
5,1770.0%0.05%
+20.0%
Q4 2022$248,444
+0.2%
5,1770.0%0.04%
-13.5%
Q3 2022$248,000
+8.8%
5,177
+76.0%
0.05%
+30.0%
Q4 2021$228,000
-21.4%
2,941
-31.6%
0.04%
-11.1%
Q4 2020$290,000
+30.0%
4,297
+14.6%
0.04%
+4.7%
Q3 2020$223,000
-85.2%
3,750
-86.5%
0.04%
-86.0%
Q2 2020$1,503,000
+1802.5%
27,805
+1466.5%
0.31%
+1435.0%
Q1 2020$79,000
-16.8%
1,7750.0%0.02%0.0%
Q4 2019$95,000
+8.0%
1,7750.0%0.02%
+5.3%
Q3 2019$88,000
-17.0%
1,775
-17.9%
0.02%
-13.6%
Q2 2019$106,000
+27.7%
2,162
+21.8%
0.02%0.0%
Q1 2019$83,000
+13.7%
1,7750.0%0.02%
+4.8%
Q4 2018$73,0001,7750.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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