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 640 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
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 Q1 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,504,125$87,1947.40%
J.Safra Asset Management Corp 712,408$41,298,2916.53%
WestEnd Advisors, LLC 3,372,601$195,509,7166.08%
Migdal Insurance & Financial Holdings Ltd. 4,187,073$242,7255.37%
Innova Wealth Partners 81,375$4,717,3094.13%
Wall Capital Group, Inc. 50,986$2,997,9493.65%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,008,646$58,4713.64%
Accurate Wealth Management, LLC 174,112$10,237,7863.53%
CHURCHILL MANAGEMENT Corp 2,829,791$164,042,9803.36%
Biltmore Wealth Management, LLC 138,015$8,000,7543.22%
View complete list of SELECT SECTOR SPDR TR shareholders