WealthTrust Axiom LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,498 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthTrust Axiom LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$281,039
-5.7%
1,7140.0%0.10%
+2.0%
Q2 2023$298,062
+15.1%
1,7140.0%0.10%
+12.5%
Q1 2023$258,889
+21.4%
1,7140.0%0.09%
+18.9%
Q4 2022$213,338
+5.1%
1,7140.0%0.07%
-3.9%
Q3 2022$203,000
-6.5%
1,7140.0%0.08%0.0%
Q2 2022$217,000
-20.2%
1,7140.0%0.08%
-9.4%
Q1 2022$272,000
-8.7%
1,7140.0%0.08%
-10.5%
Q4 2021$298,000
+16.9%
1,7140.0%0.10%
+10.5%
Q3 2021$255,000
+0.8%
1,7140.0%0.09%
+6.2%
Q2 2021$253,000
+11.5%
1,7140.0%0.08%
+5.2%
Q1 2021$227,000
+2.3%
1,7140.0%0.08%
-4.9%
Q4 2020$222,000
+11.0%
1,7140.0%0.08%
-5.8%
Q3 2020$200,0001,7140.09%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
NameSharesValueWeighting ↓
Thinkbetter Group LLC 194,674$30,083,00030.65%
AGF Investments LLC 1,539,773$229,919,00022.69%
WestEnd Advisors, LLC 2,521,958$376,578,828,00011.33%
Advisors Preferred, LLC 537,338$81,444,00011.32%
Lunia Capital LP 3,000$448,0009.97%
Evolution Wealth Advisors, LLC 301,742$45,056,0009.66%
Biltmore Wealth Management, LLC 157,102$23,458,0009.39%
Conservest Capital Advisors, Inc. 546,203$81,559,0009.19%
Leicht Financial Planning & Wealth Management, Inc. 96,942$14,980,0009.00%
INNEALTA CAPITAL, LLC 105,798$15,798,0008.85%
View complete list of SELECT SECTOR SPDR TR shareholders