VALLEY WEALTH MANAGERS, INC. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLC and the CUSIP is 81369Y852. A total of 706 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.65 and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$219,135
+0.8%
3,3420.0%0.02%
-10.0%
Q2 2023$217,497
+10.4%
3,342
-1.6%
0.02%
+11.1%
Q1 2023$196,924
-18.6%
3,397
-32.6%
0.02%
-18.2%
Q4 2022$241,918
-3.6%
5,041
-3.8%
0.02%
-12.0%
Q3 2022$251,000
+3.7%
5,241
+17.7%
0.02%
+8.7%
Q2 2022$242,000
-21.2%
4,453
-0.3%
0.02%
-11.5%
Q1 2022$307,000
-12.3%
4,465
-0.9%
0.03%
-7.1%
Q4 2021$350,000
-9.3%
4,505
-6.5%
0.03%
-17.6%
Q3 2021$386,000
-7.2%
4,820
-6.3%
0.03%
-2.9%
Q2 2021$416,000
+8.6%
5,142
-1.6%
0.04%
+2.9%
Q1 2021$383,000
+4.6%
5,225
-3.7%
0.03%
-5.6%
Q4 2020$366,000
+13.3%
5,427
-0.2%
0.04%0.0%
Q3 2020$323,000
+6.2%
5,439
-3.4%
0.04%
+5.9%
Q2 2020$304,000
+48.3%
5,628
+21.7%
0.03%
+25.9%
Q1 2020$205,000
-8.9%
4,624
+10.1%
0.03%
+22.7%
Q4 2019$225,0004,2000.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
AGF Investments LLC 1,519,497$118,035,0009.93%
WestEnd Advisors, LLC 2,927,044$227,372,777,0006.19%
Ayalon Insurance Comp Ltd. 201,443$15,648,0005.35%
Leicht Financial Planning & Wealth Management, Inc. 104,966$8,154,0004.65%
INNEALTA CAPITAL, LLC 111,685$8,676,0004.30%
Essex Private Wealth Management, LLC 61,527$4,779,0004.04%
Beaumont Capital Management, LLC 87,584$6,803,0003.93%
Granite Bay Wealth Management, LLC 47,093$3,658,0003.61%
Danda Trouve Investment Management, Inc. 39,954$3,104,0003.52%
ORLEANS CAPITAL MANAGEMENT CORP/LA 79,587$6,182,0003.51%
View complete list of SELECT SECTOR SPDR TR shareholders