Charles Schwab Investment Advisory, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,626 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Charles Schwab Investment Advisory, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$236,599
-0.2%
1,443
+5.9%
0.00%
Q2 2023$236,973
+16.3%
1,363
+1.0%
0.00%
Q1 2023$203,827
-2.5%
1,350
+12.5%
0.00%
Q4 2021$209,000
-14.3%
1,200
-55.0%
0.00%
Q4 2019$244,0002,6660.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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