Xcel 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
Xcel Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$334,407
+0.8%
5,1000.0%0.13%
+25.7%
Q2 2023$331,908
+12.3%
5,1000.0%0.10%
+1.0%
Q1 2023$295,647
+20.8%
5,1000.0%0.10%
+8.3%
Q4 2022$244,749
+0.3%
5,1000.0%0.10%
+5.5%
Q3 2022$244,000
-11.9%
5,1000.0%0.09%
-9.9%
Q2 2022$277,000
-21.1%
5,1000.0%0.10%
+5.2%
Q1 2022$351,000
-11.4%
5,1000.0%0.10%
-5.9%
Q4 2021$396,000
-3.4%
5,100
-0.4%
0.10%
-14.3%
Q3 2021$410,000
-1.2%
5,1230.0%0.12%
-4.8%
Q2 2021$415,000
+0.2%
5,123
-9.3%
0.12%
-15.5%
Q1 2021$414,000
+9.2%
5,646
+0.4%
0.15%
-9.8%
Q4 2020$379,000
+13.1%
5,623
-0.6%
0.16%
-4.7%
Q3 2020$335,000
+9.8%
5,6560.0%0.17%
-9.0%
Q2 2020$305,000
+42.5%
5,656
+41.4%
0.19%
+6.2%
Q4 2019$214,0004,0000.18%
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