Modera Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,553 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.74 and the average weighting 0.7%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,131,252
+9.1%
6,901
+15.7%
0.02%
+10.5%
Q2 2023$1,037,347
+81.4%
5,967
+57.6%
0.02%
-13.6%
Q1 2023$571,872
+28.1%
3,787
+5.6%
0.02%
+22.2%
Q4 2022$446,336
+4.8%
3,5870.0%0.02%
-18.2%
Q3 2022$426,000
-9.4%
3,587
-2.9%
0.02%0.0%
Q2 2022$470,000
-17.4%
3,694
+3.1%
0.02%
-12.0%
Q1 2022$569,000
-8.4%
3,582
+0.3%
0.02%
+4.2%
Q4 2021$621,000
+23.7%
3,571
+6.2%
0.02%
-7.7%
Q3 2021$502,000
+10.6%
3,361
+9.2%
0.03%
+8.3%
Q2 2021$454,000
+10.7%
3,078
-0.2%
0.02%
-11.1%
Q1 2021$410,000
-7.7%
3,084
-9.6%
0.03%
-22.9%
Q4 2020$444,0003,4120.04%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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