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 ↓
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