Sugarloaf Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 577 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 4.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$13,406
+12.4%
206
+0.5%
0.00%0.0%
Q1 2023$11,922
+21.1%
2050.0%0.00%
+50.0%
Q4 2022$9,843
-1.6%
2050.0%0.00%
-33.3%
Q3 2022$10,000
-9.1%
2050.0%0.00%0.0%
Q2 2022$11,000
-21.4%
205
+0.5%
0.00%0.0%
Q1 2022$14,000
-12.5%
2040.0%0.00%
-25.0%
Q4 2021$16,0000.0%204
+0.5%
0.00%0.0%
Q3 2021$16,0000.0%2030.0%0.00%0.0%
Q2 2021$16,000
+6.7%
203
-89.5%
0.00%0.0%
Q1 2021$15,000
+7.1%
1,930
+860.2%
0.00%
-20.0%
Q4 2020$14,000
+16.7%
2010.0%0.01%
+25.0%
Q3 2020$12,000
+9.1%
2010.0%0.00%0.0%
Q2 2020$11,000
+22.2%
2010.0%0.00%0.0%
Q1 2020$9,0002010.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,504,125$87,1947.40%
J.Safra Asset Management Corp 712,408$41,298,2916.53%
WestEnd Advisors, LLC 3,372,601$195,509,7166.08%
Migdal Insurance & Financial Holdings Ltd. 4,187,073$242,7255.37%
Innova Wealth Partners 81,375$4,717,3094.13%
Wall Capital Group, Inc. 50,986$2,997,9493.65%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,008,646$58,4713.64%
Accurate Wealth Management, LLC 174,112$10,237,7863.53%
CHURCHILL MANAGEMENT Corp 2,829,791$164,042,9803.36%
Biltmore Wealth Management, LLC 138,015$8,000,7543.22%
View complete list of SELECT SECTOR SPDR TR shareholders