SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 46 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,078 | +8.6% | 1,007 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $152,067 | +99944.1% | 1,007 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $152 | +21.6% | 1,007 | 0.0% | 0.08% | +17.4% |
| Q4 2022 | $125 | -99.9% | 1,007 | 0.0% | 0.07% | -55.8% |
| Q3 2022 | $120,000 | -14.9% | 1,007 | -9.5% | 0.16% | -10.3% |
| Q2 2022 | $141,000 | -20.3% | 1,113 | 0.0% | 0.17% | -11.2% |
| Q1 2022 | $177,000 | -8.8% | 1,113 | 0.0% | 0.20% | -10.9% |
| Q4 2021 | $194,000 | +16.9% | 1,113 | 0.0% | 0.22% | +8.9% |
| Q3 2021 | $166,000 | +1.2% | 1,113 | 0.0% | 0.20% | -1.0% |
| Q2 2021 | $164,000 | +10.8% | 1,113 | 0.0% | 0.20% | -3.3% |
| Q1 2021 | $148,000 | +2.1% | 1,113 | 0.0% | 0.21% | -12.1% |
| Q4 2020 | $145,000 | +11.5% | 1,113 | 0.0% | 0.24% | -4.0% |
| Q3 2020 | $130,000 | – | 1,113 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thinkbetter Group LLC | 194,674 | $30,083,000 | 30.65% |
| AGF Investments LLC | 1,539,773 | $229,919,000 | 22.69% |
| WestEnd Advisors, LLC | 2,521,958 | $376,578,828,000 | 11.33% |
| Advisors Preferred, LLC | 537,338 | $81,444,000 | 11.32% |
| Lunia Capital LP | 3,000 | $448,000 | 9.97% |
| Evolution Wealth Advisors, LLC | 301,742 | $45,056,000 | 9.66% |
| Biltmore Wealth Management, LLC | 157,102 | $23,458,000 | 9.39% |
| Conservest Capital Advisors, Inc. | 546,203 | $81,559,000 | 9.19% |
| Leicht Financial Planning & Wealth Management, Inc. | 96,942 | $14,980,000 | 9.00% |
| INNEALTA CAPITAL, LLC | 105,798 | $15,798,000 | 8.85% |