SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 913 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $789,000 | +18.3% | 12,722 | +43.6% | 0.19% | +61.0% |
| Q3 2018 | $667,000 | +8.5% | 8,858 | +0.1% | 0.12% | -9.2% |
| Q2 2018 | $615,000 | +6.2% | 8,853 | +0.1% | 0.13% | +8.3% |
| Q1 2018 | $579,000 | +2.5% | 8,847 | +0.1% | 0.12% | -21.6% |
| Q4 2017 | $565,000 | +8.0% | 8,842 | +0.1% | 0.15% | -3.8% |
| Q3 2017 | $523,000 | +18.3% | 8,836 | +9.4% | 0.16% | +14.4% |
| Q2 2017 | $442,000 | -6.2% | 8,077 | -8.5% | 0.14% | -7.9% |
| Q1 2017 | $471,000 | +10.6% | 8,823 | 0.0% | 0.15% | -5.6% |
| Q4 2016 | $426,000 | +0.9% | 8,823 | 0.0% | 0.16% | -6.4% |
| Q3 2016 | $422,000 | – | 8,823 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGF Investments LLC | 1,605,606 | $279,167,000 | 23.49% |
| Mendel Capital Management LLC | 106,854 | $18,579,000 | 17.06% |
| McElhenny Sheffield Capital Management, LLC | 206,563 | $35,915,000 | 13.47% |
| WestEnd Advisors, LLC | 2,631,269 | $457,498,810,000 | 12.45% |
| 5th Street Advisors, LLC | 75,131 | $13,063,000 | 12.39% |
| Biltmore Wealth Management, LLC | 153,124 | $26,624,000 | 10.02% |
| Conservest Capital Advisors, Inc. | 535,749 | $93,151,000 | 9.98% |
| Vickerman Investment Advisors, Inc. | 140,548 | $24,437,000 | 9.86% |
| Leicht Financial Planning & Wealth Management, Inc. | 99,279 | $17,262,000 | 9.85% |
| Capitol Family Office, Inc. | 81,212 | $14,120,000 | 9.69% |