SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,361 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.78 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $428,571 | -72.8% | 3,444 | -62.0% | 0.01% | -66.7% |
| Q4 2021 | $1,576,000 | +109.6% | 9,065 | +80.0% | 0.02% | +90.9% |
| Q3 2021 | $752,000 | -27.6% | 5,035 | -28.4% | 0.01% | -26.7% |
| Q2 2021 | $1,038,000 | -8.1% | 7,032 | -17.3% | 0.02% | -11.8% |
| Q1 2021 | $1,129,000 | -3.5% | 8,505 | -5.4% | 0.02% | -15.0% |
| Q4 2020 | $1,170,000 | +20.1% | 8,994 | +7.8% | 0.02% | +5.3% |
| Q3 2020 | $974,000 | -14.6% | 8,346 | -23.6% | 0.02% | -20.8% |
| Q2 2020 | $1,141,000 | -2.0% | 10,920 | -24.6% | 0.02% | -17.2% |
| Q1 2020 | $1,164,000 | -29.6% | 14,479 | -19.7% | 0.03% | -17.1% |
| Q4 2019 | $1,653,000 | +13.6% | 18,028 | -0.3% | 0.04% | +9.4% |
| Q3 2019 | $1,455,000 | +0.3% | 18,077 | -2.7% | 0.03% | 0.0% |
| Q2 2019 | $1,450,000 | +22.9% | 18,575 | +16.5% | 0.03% | +18.5% |
| Q1 2019 | $1,180,000 | -16.1% | 15,943 | -29.7% | 0.03% | -22.9% |
| Q4 2018 | $1,406,000 | -6.9% | 22,684 | +13.1% | 0.04% | +6.1% |
| Q3 2018 | $1,511,000 | +41.2% | 20,057 | +30.2% | 0.03% | +26.9% |
| Q2 2018 | $1,070,000 | -4.3% | 15,408 | -9.9% | 0.03% | -7.1% |
| Q1 2018 | $1,118,000 | +25.3% | 17,097 | +13.2% | 0.03% | +16.7% |
| Q4 2017 | $892,000 | 0.0% | 15,103 | 0.0% | 0.02% | +4.3% |
| Q3 2017 | $892,000 | +42.3% | 15,103 | +31.9% | 0.02% | +35.3% |
| Q2 2017 | $627,000 | +175.0% | 11,451 | +167.4% | 0.02% | +183.3% |
| Q1 2017 | $228,000 | – | 4,283 | – | 0.01% | – |
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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% |