EPG Wealth Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 396 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,972,536
+2.0%
30,083
+1.2%
0.60%
+4.0%
Q2 2023$1,934,290
+13.6%
29,722
+1.2%
0.57%
+6.5%
Q1 2023$1,702,797
+22.5%
29,374
+1.4%
0.54%
+1.5%
Q4 2022$1,390,431
+4.5%
28,973
+4.4%
0.53%
-3.1%
Q3 2022$1,330,000
-8.8%
27,765
+3.3%
0.55%
-12.4%
Q2 2022$1,459,000
-21.0%
26,891
+0.2%
0.62%
-2.5%
Q1 2022$1,846,000
+30.4%
26,841
+47.1%
0.64%
+28.3%
Q4 2021$1,416,000
-2.3%
18,247
+0.8%
0.50%
-14.4%
Q3 2021$1,450,000
+3.6%
18,094
+4.7%
0.58%
-1.9%
Q2 2021$1,399,000
+44.8%
17,277
+31.2%
0.59%
+26.2%
Q1 2021$966,000
+30.5%
13,169
+20.1%
0.47%
+5.9%
Q4 2020$740,000
+30.5%
10,967
+14.8%
0.44%
+6.0%
Q3 2020$567,000
+33.7%
9,550
+21.7%
0.42%
+39.2%
Q2 2020$424,000
+86.0%
7,846
+52.4%
0.30%
+80.2%
Q1 2020$228,000
+31.8%
5,149
+59.6%
0.17%
+31.5%
Q4 2019$173,0003,2260.13%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2020
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