Robertson Stephens Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 552 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$5,580,728
+2.5%
85,111
+1.7%
0.38%
-2.3%
Q2 2023$5,446,285
+11.6%
83,686
-0.6%
0.38%
+2.7%
Q1 2023$4,878,291
+73.9%
84,152
+43.9%
0.38%
+37.4%
Q4 2022$2,805,856
+1.3%
58,467
+1.1%
0.27%
-5.5%
Q3 2022$2,769,000
-29.2%
57,828
-19.8%
0.29%
-21.7%
Q2 2022$3,913,000
-23.2%
72,104
-2.7%
0.37%
-13.8%
Q1 2022$5,094,000
-20.3%
74,075
-9.9%
0.43%
-20.3%
Q4 2021$6,389,000
-2.7%
82,254
+0.4%
0.54%
-27.6%
Q3 2021$6,566,000
+3.5%
81,966
+4.6%
0.74%
-2.6%
Q2 2021$6,342,000
+8.9%
78,334
-1.4%
0.76%
-18.2%
Q1 2021$5,826,000
+27.9%
79,470
+17.7%
0.93%
-2.1%
Q4 2020$4,555,000
+16.1%
67,502
+2.2%
0.95%
-1.2%
Q3 2020$3,925,000
+28.1%
66,080
+16.6%
0.96%
+9.0%
Q2 2020$3,063,000
-5.6%
56,684
-22.7%
0.88%
-20.1%
Q1 2020$3,243,000
+225.6%
73,305
+294.6%
1.11%
+120.5%
Q4 2019$996,000
+1.4%
18,578
-6.3%
0.50%
+1.0%
Q3 2019$982,000
+150.5%
19,829
+149.2%
0.50%
+30.4%
Q2 2019$392,0007,9560.38%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,504,125$87,1947.40%
J.Safra Asset Management Corp 712,408$41,298,2916.53%
WestEnd Advisors, LLC 3,372,601$195,509,7166.08%
Migdal Insurance & Financial Holdings Ltd. 4,187,073$242,7255.37%
Innova Wealth Partners 81,375$4,717,3094.13%
Wall Capital Group, Inc. 50,986$2,997,9493.65%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,008,646$58,4713.64%
Accurate Wealth Management, LLC 174,112$10,237,7863.53%
CHURCHILL MANAGEMENT Corp 2,829,791$164,042,9803.36%
Biltmore Wealth Management, LLC 138,015$8,000,7543.22%
View complete list of SELECT SECTOR SPDR TR shareholders