Avalon Investment & Advisory - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,498 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$1,368,755
+121243.5%
9,0640.0%0.04%
+15.6%
Q4 2022$1,128
-99.9%
9,064
-36.5%
0.03%
-15.8%
Q4 2020$1,855,000
+123.5%
14,269
-17.9%
0.04%
+22.6%
Q3 2016$830,000
+10.4%
17,377
+0.2%
0.03%
+6.9%
Q2 2016$752,000
+57.0%
17,341
+49.7%
0.03%
+38.1%
Q2 2015$479,00011,5800.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
NameSharesValueWeighting ↓
Thinkbetter Group LLC 194,674$30,083,00030.65%
AGF Investments LLC 1,539,773$229,919,00022.69%
WestEnd Advisors, LLC 2,521,958$376,578,828,00011.33%
Advisors Preferred, LLC 537,338$81,444,00011.32%
Lunia Capital LP 3,000$448,0009.97%
Evolution Wealth Advisors, LLC 301,742$45,056,0009.66%
Biltmore Wealth Management, LLC 157,102$23,458,0009.39%
Conservest Capital Advisors, Inc. 546,203$81,559,0009.19%
Leicht Financial Planning & Wealth Management, Inc. 96,942$14,980,0009.00%
INNEALTA CAPITAL, LLC 105,798$15,798,0008.85%
View complete list of SELECT SECTOR SPDR TR shareholders