Bogart Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 648 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
Bogart Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$18,417
+4.9%
2150.0%0.00%0.0%
Q1 2024$17,557
+12.4%
2150.0%0.00%0.0%
Q4 2023$15,622
+10.8%
2150.0%0.00%0.0%
Q3 2023$14,098
+0.8%
2150.0%0.00%0.0%
Q2 2023$13,992
+12.3%
2150.0%0.00%0.0%
Q1 2023$12,464
-2.0%
215
-18.9%
0.00%0.0%
Q4 2022$12,717
+27.2%
265
+23.3%
0.00%0.0%
Q3 2022$10,000
-16.7%
2150.0%0.00%0.0%
Q2 2022$12,000
-20.0%
2150.0%0.00%0.0%
Q1 2022$15,000
-11.8%
2150.0%0.00%
-50.0%
Q4 2021$17,0000.0%2150.0%0.00%0.0%
Q3 2021$17,0000.0%2150.0%0.00%0.0%
Q2 2021$17,0002150.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
NameSharesValueWeighting ↓
AGF Investments LLC 1,418,585$67,936,0006.23%
WestEnd Advisors, LLC 3,416,825$163,632,0005.48%
Cannon Global Investment Management, LLC 61,800$2,960,0004.78%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,162,100$55,653,0004.15%
Sage Advisory Services, Ltd.Co. 250,870$12,014,0003.74%
QUATTRO FINANCIAL ADVISORS LLC 164,497$7,878,0003.15%
Ayalon Insurance Comp Ltd. 132,636$6,352,0002.99%
Biltmore Wealth Management, LLC 116,078$5,559,0002.55%
Harrison & Co Wealth Management, LLC 48,916$2,343,0002.49%
Fortis Capital Management LLC 59,900$2,869,0002.45%
View complete list of SELECT SECTOR SPDR TR shareholders