Waverly Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,592,628
+592.6%
21,916
+634.5%
0.16%
+582.6%
Q2 2023$518,734
+104.4%
2,984
+77.5%
0.02%
+76.9%
Q1 2023$253,806
+22.6%
1,681
+29.2%
0.01%
-27.8%
Q1 2022$207,000
+2.5%
1,3010.0%0.02%
+5.9%
Q4 2021$202,000
-13.7%
1,301
-8.1%
0.02%
-15.0%
Q3 2021$234,000
+6.8%
1,4160.0%0.02%0.0%
Q2 2021$219,000
-84.4%
1,416
-92.4%
0.02%
-90.3%
Q3 2018$1,403,000
+8.4%
18,6300.0%0.21%
+3.0%
Q2 2018$1,294,000
+6.1%
18,630
-0.1%
0.20%
+2.0%
Q1 2018$1,220,000
+3.0%
18,645
+0.7%
0.20%
+16.6%
Q4 2017$1,184,000
+6.7%
18,509
-1.4%
0.17%
-29.9%
Q3 2017$1,110,000
+10.9%
18,776
+2.6%
0.24%
-4.0%
Q2 2017$1,001,000
+13.5%
18,294
+10.6%
0.25%
+8.2%
Q1 2017$882,00016,5440.23%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 334,147$54,776,71814.91%
J.Safra Asset Management Corp 585,610$95,999,04713.99%
TIFF ADVISORY SERVICES, LLC 94,475$15,487,28712.80%
Sequent Asset Management, LLC 70,981$11,635,91612.76%
Ciovacco Capital Management LLC 93,644$15,35112.73%
CHURCHILL MANAGEMENT Corp 4,408,631$722,706,88512.22%
Parker Investment Management, LLC 334,270$54,796,92911.83%
Mendel Capital Management LLC 86,397$14,163,12811.63%
WestEnd Advisors, LLC 2,343,405$384,154,49111.55%
Wall Capital Group, Inc. 47,157$8,067,66711.46%
View complete list of SELECT SECTOR SPDR TR shareholders