FORVIS Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

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
FORVIS Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$815,573
+4.7%
4,975
+11.0%
0.02%
+8.7%
Q2 2023$779,241
+50.3%
4,482
+30.6%
0.02%
+35.3%
Q1 2023$518,417
-6.6%
3,433
-23.0%
0.02%
-10.5%
Q4 2022$554,754
+37.7%
4,458
+31.5%
0.02%
+18.8%
Q3 2022$403,000
-7.1%
3,391
-0.7%
0.02%
-11.1%
Q2 2022$434,000
-49.3%
3,416
-36.6%
0.02%
-50.0%
Q1 2022$856,000
+134.5%
5,388
+156.7%
0.04%
+140.0%
Q4 2021$365,000
-41.5%
2,099
-55.3%
0.02%
-51.6%
Q1 2021$624,000
+60.0%
4,700
+56.7%
0.03%
+55.0%
Q4 2020$390,0003,0000.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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