SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,232 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,486 | -4.4% | 1,406 | +1.4% | 0.36% | +10.1% |
| Q2 2023 | $241,144 | +10.1% | 1,387 | -4.4% | 0.33% | +15.5% |
| Q1 2023 | $219,052 | -6.0% | 1,451 | -1.2% | 0.28% | +56.4% |
| Q1 2022 | $233,000 | -10.4% | 1,469 | -1.6% | 0.18% | -5.7% |
| Q4 2021 | $260,000 | +16.6% | 1,493 | 0.0% | 0.19% | +6.7% |
| Q3 2021 | $223,000 | -0.9% | 1,493 | -2.0% | 0.18% | -2.7% |
| Q2 2021 | $225,000 | +10.8% | 1,524 | -0.2% | 0.18% | +3.4% |
| Q1 2021 | $203,000 | -12.1% | 1,527 | -23.0% | 0.18% | -25.4% |
| Q3 2020 | $231,000 | – | 1,983 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thinkbetter Group LLC | 194,674 | $30,083,000 | 30.65% |
| AGF Investments LLC | 1,539,773 | $229,919,000 | 22.69% |
| WestEnd Advisors, LLC | 2,521,958 | $376,578,828,000 | 11.33% |
| Advisors Preferred, LLC | 537,338 | $81,444,000 | 11.32% |
| Lunia Capital LP | 3,000 | $448,000 | 9.97% |
| Evolution Wealth Advisors, LLC | 301,742 | $45,056,000 | 9.66% |
| Biltmore Wealth Management, LLC | 157,102 | $23,458,000 | 9.39% |
| Conservest Capital Advisors, Inc. | 546,203 | $81,559,000 | 9.19% |
| Leicht Financial Planning & Wealth Management, Inc. | 96,942 | $14,980,000 | 9.00% |
| INNEALTA CAPITAL, LLC | 105,798 | $15,798,000 | 8.85% |