SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $13,000 | -95.8% | 169 | -97.4% | 0.00% | – |
| Q4 2016 | $311,000 | +1.0% | 6,440 | 0.0% | 0.00% | – |
| Q3 2016 | $308,000 | +10.4% | 6,440 | 0.0% | 0.00% | – |
| Q2 2016 | $279,000 | +3.3% | 6,440 | +5.7% | 0.00% | – |
| Q1 2016 | $270,000 | -0.7% | 6,092 | -4.1% | 0.00% | – |
| Q4 2015 | $272,000 | +24.2% | 6,354 | -7.0% | 0.00% | – |
| Q3 2013 | $219,000 | -6.0% | 6,834 | -10.2% | 0.00% | – |
| Q2 2013 | $233,000 | – | 7,607 | – | 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% |