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 2017 | $430,000 | -68.8% | 7,850 | -69.6% | 0.02% | -72.9% |
| Q1 2017 | $1,378,000 | +54.0% | 25,850 | +39.7% | 0.08% | +73.5% |
| Q4 2016 | $895,000 | -38.7% | 18,500 | -45.1% | 0.05% | -24.6% |
| Q2 2016 | $1,461,000 | -49.7% | 33,682 | -48.6% | 0.06% | -61.5% |
| Q1 2016 | $2,907,000 | +149.3% | 65,518 | +140.7% | 0.17% | +111.2% |
| Q4 2015 | $1,166,000 | +102.1% | 27,218 | +86.1% | 0.08% | +158.1% |
| Q3 2015 | $577,000 | -68.6% | 14,623 | -67.2% | 0.03% | -40.4% |
| Q4 2014 | $1,840,000 | +122.8% | 44,516 | +115.3% | 0.05% | +100.0% |
| Q3 2014 | $826,000 | +143.7% | 20,679 | +134.1% | 0.03% | +136.4% |
| Q2 2014 | $339,000 | -23.8% | 8,833 | -27.8% | 0.01% | -31.2% |
| Q1 2014 | $445,000 | -90.5% | 12,233 | -90.7% | 0.02% | -88.0% |
| Q4 2013 | $4,681,000 | +329.8% | 130,979 | +285.2% | 0.13% | +259.5% |
| Q3 2013 | $1,089,000 | -79.1% | 34,000 | -80.1% | 0.04% | -76.4% |
| Q2 2013 | $5,223,000 | – | 170,779 | – | 0.16% | – |
Download | ||||||
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% |