JFS WEALTH ADVISORS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,304,236
-0.6%
20,156
+5.4%
0.31%
+4.3%
Q2 2023$3,324,975
+17.7%
19,124
+2.2%
0.30%
+12.4%
Q1 2023$2,824,599
+18.0%
18,705
-2.8%
0.27%
+13.7%
Q4 2022$2,394,426
-27.5%
19,242
-30.8%
0.23%
-35.4%
Q3 2022$3,304,000
-6.4%
27,816
+0.1%
0.36%
-2.9%
Q2 2022$3,531,000
-21.3%
27,779
-1.6%
0.37%
-11.8%
Q1 2022$4,485,000
-13.4%
28,220
-5.2%
0.42%
-13.3%
Q4 2021$5,177,000
+19.6%
29,774
+2.7%
0.49%
+9.9%
Q3 2021$4,330,000
+23955.6%
28,996
+11783.6%
0.44%
+8780.0%
Q3 2018$18,000
+28.6%
244
-24.0%
0.01%
+25.0%
Q1 2016$14,0000.0%3210.0%0.00%0.0%
Q4 2015$14,0003210.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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