Lehman & Derafelo Financial Resources 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
Lehman & Derafelo Financial Resources LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2022$2,613,056
+1.1%
54,450
+0.9%
0.78%
-4.9%
Q3 2022$2,584,000
-15.7%
53,951
-4.4%
0.82%
-14.0%
Q2 2022$3,064,000
-16.5%
56,451
+5.8%
0.95%
-7.1%
Q1 2022$3,669,000
-6.3%
53,340
+5.9%
1.02%
-13.8%
Q4 2021$3,914,000
+20.4%
50,382
+24.1%
1.18%
+11.9%
Q3 2021$3,252,000
+101.1%
40,592
+103.3%
1.06%
+139.1%
Q2 2021$1,617,000
+192.9%
19,968
+165.0%
0.44%
+185.2%
Q1 2021$552,0007,5350.16%
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