SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,553 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75 | -5.1% | 458 | 0.0% | 0.00% | – |
| Q2 2023 | $79 | +14.5% | 458 | 0.0% | 0.00% | – |
| Q1 2023 | $69 | +23.2% | 458 | 0.0% | 0.00% | – |
| Q4 2022 | $56 | -99.9% | 458 | 0.0% | 0.00% | – |
| Q3 2022 | $54,000 | -6.9% | 458 | 0.0% | 0.00% | – |
| Q2 2022 | $58,000 | -19.4% | 458 | 0.0% | 0.00% | – |
| Q1 2022 | $72,000 | -8.9% | 458 | 0.0% | 0.00% | – |
| Q4 2021 | $79,000 | +16.2% | 458 | 0.0% | 0.00% | – |
| Q3 2021 | $68,000 | +1.5% | 458 | 0.0% | 0.00% | – |
| Q2 2021 | $67,000 | +11.7% | 458 | 0.0% | 0.00% | – |
| Q1 2021 | $60,000 | +1.7% | 458 | 0.0% | 0.00% | – |
| Q4 2020 | $59,000 | -99.8% | 458 | -99.9% | 0.00% | -100.0% |
| Q2 2014 | $24,410,000 | -4.1% | 636,530 | -9.1% | 0.05% | -10.5% |
| Q1 2014 | $25,464,000 | +1722.8% | 700,530 | +1691.6% | 0.06% | +1800.0% |
| Q4 2013 | $1,397,000 | -7.4% | 39,100 | -17.0% | 0.00% | -25.0% |
| Q3 2013 | $1,508,000 | -8.0% | 47,100 | -12.1% | 0.00% | 0.0% |
| Q2 2013 | $1,639,000 | – | 53,600 | – | 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% |