OXFORD FINANCIAL GROUP, LTD. LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,480 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$526,379
-14.7%
3,211
-9.5%
0.04%
-23.7%
Q2 2023$616,855
+5907.0%
3,548
+5117.6%
0.06%
+5800.0%
Q1 2023$10,269
+21.4%
680.0%0.00%0.0%
Q4 2022$8,462
+5.8%
680.0%0.00%0.0%
Q3 2022$8,000
-11.1%
680.0%0.00%0.0%
Q2 2022$9,000
-71.0%
68
-64.9%
0.00%
-75.0%
Q1 2022$31,000
-8.8%
1940.0%0.00%0.0%
Q4 2021$34,000
+240.0%
194
+185.3%
0.00%
+300.0%
Q3 2021$10,0000.0%680.0%0.00%0.0%
Q2 2021$10,000
+11.1%
680.0%0.00%0.0%
Q1 2021$9,0000.0%680.0%0.00%0.0%
Q4 2020$9,000
+12.5%
680.0%0.00%0.0%
Q3 2020$8,000
+14.3%
680.0%0.00%0.0%
Q2 2020$7,000
+40.0%
680.0%0.00%0.0%
Q1 2020$5,000680.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 334,147$54,776,71814.91%
J.Safra Asset Management Corp 585,610$95,999,04713.99%
TIFF ADVISORY SERVICES, LLC 94,475$15,487,28712.80%
Sequent Asset Management, LLC 70,981$11,635,91612.76%
Ciovacco Capital Management LLC 93,644$15,35112.73%
CHURCHILL MANAGEMENT Corp 4,408,631$722,706,88512.22%
Parker Investment Management, LLC 334,270$54,796,92911.83%
Mendel Capital Management LLC 86,397$14,163,12811.63%
WestEnd Advisors, LLC 2,343,405$384,154,49111.55%
Wall Capital Group, Inc. 47,157$8,067,66711.46%
View complete list of SELECT SECTOR SPDR TR shareholders