Seven Springs Wealth Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 648 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
Seven Springs Wealth Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$326,622
+4.9%
3,8130.0%0.13%
+6.7%
Q1 2024$311,370
+12.4%
3,8130.0%0.12%
-4.0%
Q4 2023$277,053
+8.6%
3,813
-2.0%
0.12%
+2.5%
Q3 2023$255,002
+0.8%
3,8890.0%0.12%
+1.7%
Q2 2023$253,096
+12.3%
3,8890.0%0.12%
+8.1%
Q1 2023$225,445
+9.5%
3,889
-9.4%
0.11%
+12.1%
Q4 2022$205,973
-16.3%
4,292
-5.4%
0.10%
-19.5%
Q2 2022$246,000
-80.8%
4,539
-75.6%
0.12%
-79.7%
Q1 2022$1,281,000
-12.4%
18,622
-1.1%
0.61%
-9.1%
Q4 2021$1,463,000
-3.0%
18,8310.0%0.67%
-9.6%
Q3 2021$1,509,000
-1.0%
18,8310.0%0.74%
+12.0%
Q2 2021$1,525,000
+10.4%
18,8310.0%0.66%
+1.4%
Q1 2021$1,381,000
+25.1%
18,831
+15.1%
0.65%
+14.0%
Q4 2020$1,104,000
+167.3%
16,364
+135.6%
0.57%
+119.6%
Q3 2020$413,000
+24.8%
6,946
+13.4%
0.26%
+23.2%
Q2 2020$331,000
+26.8%
6,123
+3.9%
0.21%
+14.7%
Q1 2020$261,0005,8960.18%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
NameSharesValueWeighting ↓
AGF Investments LLC 1,418,585$67,936,0006.23%
WestEnd Advisors, LLC 3,416,825$163,632,0005.48%
Cannon Global Investment Management, LLC 61,800$2,960,0004.78%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,162,100$55,653,0004.15%
Sage Advisory Services, Ltd.Co. 250,870$12,014,0003.74%
QUATTRO FINANCIAL ADVISORS LLC 164,497$7,878,0003.15%
Ayalon Insurance Comp Ltd. 132,636$6,352,0002.99%
Biltmore Wealth Management, LLC 116,078$5,559,0002.55%
Harrison & Co Wealth Management, LLC 48,916$2,343,0002.49%
Fortis Capital Management LLC 59,900$2,869,0002.45%
View complete list of SELECT SECTOR SPDR TR shareholders