Williams Jones Wealth Management, LLC. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 652 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 2.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$744,482
+86.9%
11,354
+85.5%
0.01%
+83.3%
Q2 2023$398,355
+12.3%
6,1210.0%0.01%0.0%
Q1 2023$354,834
-12.7%
6,121
-27.7%
0.01%
-14.3%
Q4 2022$406,523
+6.7%
8,471
+6.4%
0.01%0.0%
Q3 2022$381,000
-11.8%
7,9650.0%0.01%0.0%
Q2 2022$432,000
-21.2%
7,9650.0%0.01%
-12.5%
Q1 2022$548,000
+19.4%
7,965
+34.9%
0.01%
+33.3%
Q4 2021$459,000
-1.9%
5,903
+1.0%
0.01%
-14.3%
Q3 2021$468,000
-1.5%
5,843
-0.3%
0.01%0.0%
Q2 2021$475,000
+36.1%
5,861
+23.1%
0.01%
+40.0%
Q1 2021$349,000
+8.7%
4,7630.0%0.01%0.0%
Q4 2020$321,000
+13.4%
4,7630.0%0.01%0.0%
Q3 2020$283,000
-13.2%
4,763
-21.1%
0.01%
-28.6%
Q2 2020$326,000
-8.4%
6,040
-24.9%
0.01%
-22.2%
Q1 2020$356,000
-17.6%
8,0460.0%0.01%
+12.5%
Q4 2019$432,000
+16.4%
8,046
+7.4%
0.01%0.0%
Q3 2019$371,0007,4900.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
WestEnd Advisors, LLC 3,205,271$153,820,9605.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,362,100$65,3683.40%
Blue Door Asset Management, LLC 67,000$3,215,3302.89%
CMH Wealth Management LLC 182,417$8,754,1922.81%
Frisch Financial Group, Inc. 143,496$6,8862.58%
Biltmore Wealth Management, LLC 124,329$5,966,5642.57%
Vickerman Investment Advisors, Inc. 111,986$5,374,2272.44%
Ayalon Insurance Comp Ltd. 105,523$5,0642.39%
Swan Global Investments, LLC 1,200,681$59,6022.33%
Migdal Insurance & Financial Holdings Ltd. 2,153,050$103,3252.30%
View complete list of SELECT SECTOR SPDR TR shareholders