9258 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
9258 Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$888,539
+0.8%
13,5510.0%0.17%
+4.2%
Q2 2023$881,899
-1.1%
13,551
-11.9%
0.17%
-7.8%
Q1 2023$891,289
+84.4%
15,375
+52.6%
0.18%
+71.4%
Q4 2022$483,451
-31.8%
10,074
-32.0%
0.10%
-42.0%
Q3 2022$709,000
-35.3%
14,804
-26.7%
0.18%
-35.6%
Q2 2022$1,095,000
+14.4%
20,183
+45.1%
0.28%
+26.6%
Q1 2022$957,000
-15.6%
13,910
-4.7%
0.22%
-14.6%
Q4 2021$1,134,000
+15.8%
14,599
+19.4%
0.26%
-0.4%
Q3 2021$979,000
-4.3%
12,226
-3.2%
0.26%
-5.1%
Q2 2021$1,023,000
+27.7%
12,633
+15.7%
0.28%
+14.1%
Q1 2021$801,000
+21.4%
10,918
+11.7%
0.24%
+12.1%
Q4 2020$660,000
+14.0%
9,7770.0%0.22%
-1.8%
Q3 2020$579,000
-1.7%
9,777
-10.2%
0.22%
-8.4%
Q2 2020$589,000
+7.1%
10,891
-2.8%
0.24%
-1.2%
Q1 2020$550,000
-5.7%
11,206
+3.1%
0.24%
+13.1%
Q4 2019$583,000
+13.0%
10,872
+4.2%
0.21%
-46.8%
Q3 2019$516,000
-4.8%
10,429
-5.3%
0.40%
-8.0%
Q2 2019$542,000
+32.8%
11,017
+26.2%
0.44%
+25.9%
Q1 2019$408,000
+60.6%
8,730
+42.0%
0.35%
+41.6%
Q4 2018$254,0006,1470.24%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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