OKABENA INVESTMENT SERVICES INC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,937 filers reported holding SELECT SECTOR SPDR TR in Q1 2024. The put-call ratio across all filers is 1.39 and the average weighting 0.7%.

Quarter-by-quarter ownership
OKABENA INVESTMENT SERVICES INC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$4,663,279
+9.3%
20,613
+0.7%
1.48%
+4.1%
Q1 2024$4,264,745
+8.2%
20,4770.0%1.42%
-7.4%
Q4 2023$3,941,413
+14986.7%
20,477
+11736.4%
1.54%
+8427.8%
Q1 2023$26,125
+1990.0%
173
+193.2%
0.02%
+1700.0%
Q4 2022$1,250590.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2024
NameSharesValueWeighting ↓
J.Safra Asset Management Corp 624,772$77,74613.69%
Mendel Capital Management LLC 91,650$11,404,94211.89%
WestEnd Advisors, LLC 2,873,948$357,634,13511.70%
CHURCHILL MANAGEMENT Corp 3,576,880$445,106,97610.76%
INNEALTA CAPITAL, LLC 177,066$22,034,09310.24%
Parker Investment Management, LLC 323,428$40,2479.95%
Vickerman Investment Advisors, Inc. 171,723$21,369,2609.70%
Conservest Capital Advisors, Inc. 567,504$70,620,1538.96%
Watchtower Advisors, LP 119,332$14,849,6748.77%
Biltmore Wealth Management, LLC 161,864$20,142,2988.69%
View complete list of SELECT SECTOR SPDR TR shareholders