SkyOak Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 629 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$235,505
+0.8%
3,5920.0%0.07%
+4.5%
Q2 2023$233,745
+12.3%
3,5920.0%0.07%
+3.1%
Q1 2023$208,209
-7.4%
3,592
-23.3%
0.06%
-15.8%
Q4 2022$224,769
+0.3%
4,6840.0%0.08%
-5.0%
Q3 2022$224,000
-17.3%
4,684
-6.3%
0.08%
-14.0%
Q2 2022$271,000
-30.2%
4,999
-11.3%
0.09%
-13.9%
Q1 2022$388,000
-93.3%
5,635
-92.4%
0.11%
-92.6%
Q4 2021$5,765,000
-19.5%
74,217
-16.9%
1.47%
-24.0%
Q3 2021$7,158,000
+15.2%
89,349
+10.7%
1.93%
+11.6%
Q1 2021$6,214,000
+511.0%
80,695
+435.5%
1.73%
+447.2%
Q4 2020$1,017,000
-79.1%
15,069
-81.6%
0.32%
-82.0%
Q3 2020$4,873,000
-19.0%
82,044
-26.3%
1.75%
-21.1%
Q2 2020$6,013,000111,2622.22%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 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