Valmark Advisers, Inc. - 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
Valmark Advisers, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,348,164
-8.7%
20,424
-3.2%
0.07%
-8.0%
Q2 2023$3,667,458
-6.2%
21,094
-18.5%
0.08%
-10.7%
Q1 2023$3,909,960
+24.4%
25,892
+2.5%
0.08%
+15.1%
Q4 2022$3,143,285
+4.6%
25,259
-0.2%
0.07%
+21.7%
Q3 2022$3,006,000
-26.4%
25,306
-21.2%
0.06%
-24.1%
Q2 2022$4,084,000
+21.2%
32,128
+51.5%
0.08%
+33.9%
Q1 2022$3,371,000
+12.5%
21,212
+23.1%
0.06%
+13.5%
Q4 2021$2,997,000
+23.5%
17,234
+6.1%
0.05%
+18.2%
Q3 2021$2,426,000
+3.7%
16,246
+2.5%
0.04%
+2.3%
Q2 2021$2,340,000
+15.2%
15,847
+3.6%
0.04%
+10.3%
Q1 2021$2,032,000
+8.4%
15,297
+6.1%
0.04%
+2.6%
Q4 2020$1,875,000
+45.2%
14,424
+30.4%
0.04%
+31.0%
Q3 2020$1,291,000
+29.6%
11,062
+16.0%
0.03%
+26.1%
Q2 2020$996,000
+54.9%
9,535
+19.1%
0.02%
+35.3%
Q1 2020$643,000
-12.5%
8,005
-0.1%
0.02%
+6.2%
Q4 2019$735,000
+7.0%
8,013
-6.1%
0.02%
+6.7%
Q3 2019$687,000
+6.2%
8,533
+2.9%
0.02%
+7.1%
Q2 2019$647,000
+3.9%
8,292
-1.4%
0.01%0.0%
Q1 2019$623,000
+97.2%
8,414
+64.9%
0.01%
+75.0%
Q4 2018$316,000
+8.6%
5,101
+31.9%
0.01%
+33.3%
Q3 2018$291,000
+10.6%
3,867
+2.0%
0.01%0.0%
Q2 2018$263,000
+5.2%
3,790
-0.7%
0.01%
+20.0%
Q1 2018$250,000
+19.6%
3,817
+16.8%
0.01%
+25.0%
Q4 2017$209,0003,2680.00%
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