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 638 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 1.90 and the average weighting 0.2%.

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 Q4 2022
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