BALDWIN BROTHERS LLC/MA - SELECT SECTOR SPDR TR ownership

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
BALDWIN BROTHERS LLC/MA ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2023$52,740
+6.2%
274
-9.6%
0.00%0.0%
Q3 2023$49,671
-5.7%
3030.0%0.00%0.0%
Q2 2023$52,680
+15.1%
3030.0%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%
2350.0%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%
1310.0%0.00%0.0%
Q3 2021$20,000
+5.3%
1310.0%0.00%0.0%
Q2 2021$19,000
+11.8%
1310.0%0.00%0.0%
Q1 2021$17,000
+1600.0%
131
+773.3%
0.00%
Q3 2019$1,0000.0%150.0%0.00%
Q2 2019$1,0000.0%150.0%0.00%
Q1 2019$1,0000.0%150.0%0.00%
Q4 2018$1,000
-92.3%
15
-95.0%
0.00%
-100.0%
Q1 2016$13,0003000.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
AGF Investments LLC 1,605,606$279,167,00023.49%
Mendel Capital Management LLC 106,854$18,579,00017.06%
McElhenny Sheffield Capital Management, LLC 206,563$35,915,00013.47%
WestEnd Advisors, LLC 2,631,269$457,498,810,00012.45%
5th Street Advisors, LLC 75,131$13,063,00012.39%
Biltmore Wealth Management, LLC 153,124$26,624,00010.02%
Conservest Capital Advisors, Inc. 535,749$93,151,0009.98%
Vickerman Investment Advisors, Inc. 140,548$24,437,0009.86%
Leicht Financial Planning & Wealth Management, Inc. 99,279$17,262,0009.85%
Capitol Family Office, Inc. 81,212$14,120,0009.69%
View complete list of SELECT SECTOR SPDR TR shareholders