SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 46 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $52,740 | +6.2% | 274 | -9.6% | 0.00% | 0.0% |
Q3 2023 | $49,671 | -5.7% | 303 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $52,680 | +15.1% | 303 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $45,756 | +34.2% | 303 | +10.6% | 0.00% | +33.3% |
Q4 2022 | $34,096 | +21.8% | 274 | +16.6% | 0.00% | -25.0% |
Q3 2022 | $28,000 | -6.7% | 235 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $30,000 | -33.3% | 235 | -17.3% | 0.00% | -20.0% |
Q1 2022 | $45,000 | +95.7% | 284 | +116.8% | 0.01% | +150.0% |
Q4 2021 | $23,000 | +15.0% | 131 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $20,000 | +5.3% | 131 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $19,000 | +11.8% | 131 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $17,000 | +1600.0% | 131 | +773.3% | 0.00% | – |
Q3 2019 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
Q2 2019 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
Q1 2019 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
Q4 2018 | $1,000 | -92.3% | 15 | -95.0% | 0.00% | -100.0% |
Q1 2016 | $13,000 | – | 300 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AGF Investments LLC | 1,605,606 | $279,167,000 | 23.49% |
Mendel Capital Management LLC | 106,854 | $18,579,000 | 17.06% |
McElhenny Sheffield Capital Management, LLC | 206,563 | $35,915,000 | 13.47% |
WestEnd Advisors, LLC | 2,631,269 | $457,498,810,000 | 12.45% |
5th Street Advisors, LLC | 75,131 | $13,063,000 | 12.39% |
Biltmore Wealth Management, LLC | 153,124 | $26,624,000 | 10.02% |
Conservest Capital Advisors, Inc. | 535,749 | $93,151,000 | 9.98% |
Vickerman Investment Advisors, Inc. | 140,548 | $24,437,000 | 9.86% |
Leicht Financial Planning & Wealth Management, Inc. | 99,279 | $17,262,000 | 9.85% |
Capitol Family Office, Inc. | 81,212 | $14,120,000 | 9.69% |