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 1,498 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
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 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