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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $659,178 | -8.9% | 4,021 | -3.3% | 0.03% | -6.5% |
| Q2 2023 | $723,231 | +5.2% | 4,160 | -8.6% | 0.03% | 0.0% |
| Q1 2023 | $687,399 | +65304.3% | 4,552 | -46.1% | 0.03% | +10.7% |
| Q4 2022 | $1,051 | -99.8% | 8,446 | +61.5% | 0.03% | -33.3% |
| Q3 2022 | $621,000 | -23.0% | 5,231 | -17.5% | 0.04% | -28.8% |
| Q2 2022 | $806,000 | +15.3% | 6,344 | +44.2% | 0.06% | +55.3% |
| Q1 2022 | $699,000 | -6.0% | 4,399 | +2.9% | 0.04% | 0.0% |
| Q4 2021 | $744,000 | +14.3% | 4,277 | -2.0% | 0.04% | +5.6% |
| Q3 2021 | $651,000 | -6.7% | 4,363 | -7.7% | 0.04% | -7.7% |
| Q2 2021 | $698,000 | +12.8% | 4,727 | +1.4% | 0.04% | +5.4% |
| Q1 2021 | $619,000 | +20.2% | 4,660 | +17.6% | 0.04% | +15.6% |
| Q4 2020 | $515,000 | +17.0% | 3,961 | +5.0% | 0.03% | +3.2% |
| Q3 2020 | $440,000 | +17.6% | 3,774 | +5.4% | 0.03% | +10.7% |
| Q2 2020 | $374,000 | +74.0% | 3,582 | +33.9% | 0.03% | +33.3% |
| Q1 2020 | $215,000 | -11.2% | 2,675 | +1.2% | 0.02% | 0.0% |
| Q4 2019 | $242,000 | – | 2,642 | – | 0.02% | – |
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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% |