Fulcrum Equity Management - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 21 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,606,523
-49.8%
24,501
-50.2%
1.88%
+1.5%
Q2 2023$3,199,418
+101.6%
49,162
+79.5%
1.86%
+149.0%
Q1 2023$1,587,352
+191.3%
27,382
+290.6%
0.74%
+265.2%
Q4 2021$545,000
-88.1%
7,011
-87.7%
0.20%
-88.5%
Q3 2021$4,567,000
+226.0%
57,015
+229.5%
1.77%
+238.6%
Q2 2021$1,401,000
+9.5%
17,301
-0.9%
0.52%
+3.4%
Q1 2021$1,280,000
+255.6%
17,464
+227.3%
0.51%
+251.4%
Q4 2020$360,000
+15.4%
5,335
+1.6%
0.14%
-0.7%
Q3 2020$312,000
+183.6%
5,251
+136.1%
0.14%
+158.9%
Q3 2019$110,0002,2240.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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