Roberts Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 733 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Roberts Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,861,720
+2.8%
27,318
-1.8%
0.82%
+2.9%
Q2 2023$1,810,916
-11.7%
27,826
-20.7%
0.80%
-15.3%
Q1 2023$2,050,015
+20.9%
35,109
+0.7%
0.94%
+14.9%
Q4 2022$1,695,128
+103.3%
34,872
+109.5%
0.82%
+99.5%
Q3 2022$834,000
-8.6%
16,645
+3.5%
0.41%
+3.3%
Q2 2022$912,000
-15.2%
16,076
+3.5%
0.40%
-5.9%
Q1 2022$1,076,000
-11.8%
15,533
-0.4%
0.42%
-4.1%
Q4 2021$1,220,000
-0.2%
15,596
+2.2%
0.44%
-9.1%
Q3 2021$1,222,00015,2570.48%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
McElhenny Sheffield Capital Management, LLC 330,865$21,694,80611.03%
Main Management ETF Advisors, LLC 2,133,285$139,8799.94%
WINTON GROUP Ltd 1,683,374$110,378,8339.10%
Diversified, LLC 505,739$33,161,2928.60%
Anfield Capital Management, LLC 243,970$15,997,1137.63%
J.Safra Asset Management Corp 701,767$46,014,8626.71%
WestEnd Advisors, LLC 3,112,285$204,072,5586.14%
Parker Investment Management, LLC 423,136$27,745,0285.99%
Wall Capital Group, Inc. 60,319$4,091,4425.81%
CHURCHILL MANAGEMENT Corp 4,855,556$318,378,7995.38%
View complete list of SELECT SECTOR SPDR TR shareholders