One Charles Private Wealth Services, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 585 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.78 and the average weighting 0.3%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,790,665
+2.1%
27,309
+1.4%
1.05%
+2.7%
Q2 2023$1,753,007
+14.3%
26,936
+1.8%
1.02%
+6.9%
Q1 2023$1,533,694
-5.8%
26,457
-22.0%
0.95%
-9.6%
Q4 2022$1,627,515
+15.3%
33,914
+15.1%
1.05%
+12.7%
Q3 2022$1,411,000
-54.9%
29,465
-48.4%
0.94%
-55.6%
Q2 2022$3,127,000
+33.5%
57,158
+67.8%
2.11%
+44.5%
Q1 2022$2,343,000
-9.9%
34,066
+1.8%
1.46%
-1.0%
Q4 2021$2,600,000
+3.1%
33,472
+6.3%
1.47%
+1.3%
Q3 2021$2,523,000
+5.3%
31,491
+6.5%
1.45%
-9.5%
Q2 2021$2,395,000
+314.4%
29,574
+275.0%
1.61%
-39.4%
Q1 2021$578,000
+186.1%
7,887
+163.4%
2.65%
+38.2%
Q4 2020$202,000
-62.9%
2,994
-70.5%
1.92%
+434.3%
Q4 2019$544,00010,1380.36%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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