Transform Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 585 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.78 and the average weighting 0.3%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2022$230,000
-32.6%
4,238
-14.6%
0.03%
-10.5%
Q1 2022$341,000
-37.7%
4,963
-29.6%
0.04%
-33.3%
Q4 2021$547,000
+10.5%
7,045
+13.9%
0.06%0.0%
Q3 2021$495,000
+10.7%
6,183
+11.9%
0.06%
+3.6%
Q2 2021$447,000
-3.5%
5,525
-12.4%
0.06%
-40.9%
Q1 2021$463,000
+1.3%
6,309
-6.8%
0.09%
-3.1%
Q4 2020$457,000
-88.2%
6,767
-89.6%
0.10%
-84.7%
Q3 2020$3,882,000
+1359.4%
65,349
+1225.3%
0.63%
+1260.9%
Q2 2020$266,000
+20.4%
4,931
+19.7%
0.05%
+31.4%
Q4 2019$221,000
+5.2%
4,119
-2.9%
0.04%
-5.4%
Q3 2019$210,000
-53.3%
4,244
-53.6%
0.04%
-43.9%
Q2 2019$450,000
-89.1%
9,141
-89.1%
0.07%
-90.8%
Q3 2018$4,123,00084,1440.72%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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