Foundations Investment Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 620 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 4.99 and the average weighting 0.4%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$17,063,468
+36.0%
260,233
+35.0%
0.52%
+26.5%
Q2 2023$12,548,819
+1579.8%
192,821
+1396.2%
0.42%
+1437.0%
Q1 2023$747,050
-3.8%
12,887
-20.4%
0.03%
-12.9%
Q4 2022$776,801
+45.7%
16,187
+45.4%
0.03%
+34.8%
Q3 2022$533,000
+3.5%
11,129
+43.8%
0.02%
+15.0%
Q1 2022$515,000
-79.7%
7,741
-76.5%
0.02%
-78.9%
Q4 2021$2,533,000
+43.1%
32,897
+50.3%
0.10%
+23.4%
Q3 2021$1,770,000
+64.2%
21,881
+65.7%
0.08%
+48.1%
Q2 2021$1,078,000
+193.7%
13,209
+177.1%
0.05%
+147.6%
Q1 2021$367,000
-89.7%
4,767
-91.0%
0.02%
-91.0%
Q4 2020$3,566,000
+3.5%
52,844
-9.4%
0.23%
-69.0%
Q3 2020$3,444,000
-12.0%
58,318
-16.0%
0.76%
+118.5%
Q2 2020$3,912,000
+21.3%
69,467
-8.5%
0.35%
-7.5%
Q1 2020$3,224,00075,9030.37%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2021
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