Emery Howard Portfolio Management, 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
Emery Howard Portfolio Management, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$1,250,000
+16.6%
7,189
+0.2%
0.16%
+3.2%
Q3 2021$1,072,000
+7.2%
7,177
+6.0%
0.16%
+6.8%
Q2 2021$1,000,000
+11.4%
6,771
+0.2%
0.15%
+1.4%
Q1 2021$898,000
+266.5%
6,760
+258.1%
0.14%
+245.2%
Q4 2020$245,000
-30.4%
1,888
-37.3%
0.04%
-40.0%
Q3 2020$352,000
+12.1%
3,012
+0.2%
0.07%
+4.5%
Q2 2020$314,000
+37.7%
3,006
+5.9%
0.07%
+19.6%
Q1 2020$228,000
-12.0%
2,839
+0.4%
0.06%
+16.7%
Q4 2019$259,000
+23.3%
2,827
+8.6%
0.05%
+11.6%
Q3 2019$210,000
-12.9%
2,602
-15.7%
0.04%
-12.2%
Q2 2019$241,000
+6.2%
3,085
+0.4%
0.05%
+4.3%
Q1 2019$227,000
-3.4%
3,074
-1.6%
0.05%
-2.1%
Q3 2018$235,000
-8.9%
3,123
-15.9%
0.05%
-12.7%
Q2 2018$258,0003,7140.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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