Concord Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 652 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 2.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$36,916
-19.8%
563
-20.4%
0.01%
-20.0%
Q2 2023$46,012
+6.1%
707
-5.5%
0.01%
-16.7%
Q1 2023$43,362
-41.0%
748
-51.1%
0.01%
-45.5%
Q4 2022$73,473
+79.2%
1,531
+104.7%
0.02%
+100.0%
Q2 2022$41,000
-46.1%
748
-32.4%
0.01%
-45.0%
Q1 2022$76,000
-31.5%
1,107
-22.7%
0.02%
-25.9%
Q4 2021$111,000
+192.1%
1,433
+201.7%
0.03%
+68.8%
Q3 2021$38,000
-44.9%
475
-44.4%
0.02%
-20.0%
Q2 2021$69,000
-40.0%
855
-45.4%
0.02%
-48.7%
Q1 2021$115,000
+538.9%
1,565
+499.6%
0.04%
+178.6%
Q4 2020$18,0002610.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
WestEnd Advisors, LLC 3,205,271$153,820,9605.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,362,100$65,3683.40%
Blue Door Asset Management, LLC 67,000$3,215,3302.89%
CMH Wealth Management LLC 182,417$8,754,1922.81%
Frisch Financial Group, Inc. 143,496$6,8862.58%
Biltmore Wealth Management, LLC 124,329$5,966,5642.57%
Vickerman Investment Advisors, Inc. 111,986$5,374,2272.44%
Ayalon Insurance Comp Ltd. 105,523$5,0642.39%
Swan Global Investments, LLC 1,200,681$59,6022.33%
Migdal Insurance & Financial Holdings Ltd. 2,153,050$103,3252.30%
View complete list of SELECT SECTOR SPDR TR shareholders