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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $765 | +19.9% | 5,067 | -1.2% | 0.08% | +17.9% |
| Q4 2022 | $638 | -99.9% | 5,126 | +12.2% | 0.07% | +11.7% |
| Q3 2022 | $543,000 | -7.5% | 4,569 | -1.1% | 0.06% | +1.7% |
| Q2 2022 | $587,000 | -32.2% | 4,619 | -15.2% | 0.06% | -10.6% |
| Q1 2022 | $866,000 | +18.8% | 5,446 | -0.7% | 0.07% | 0.0% |
| Q1 2021 | $729,000 | -53.3% | 5,487 | -71.7% | 0.07% | -71.4% |
| Q1 2020 | $1,560,000 | +49.1% | 19,406 | +70.0% | 0.23% | -24.5% |
| Q4 2019 | $1,046,000 | -13.9% | 11,415 | -24.3% | 0.31% | -18.0% |
| Q3 2019 | $1,215,000 | -6.1% | 15,089 | -9.0% | 0.37% | -14.8% |
| Q2 2019 | $1,294,000 | +4.9% | 16,587 | -0.4% | 0.44% | +53.7% |
| Q1 2019 | $1,233,000 | +26.2% | 16,661 | +5.7% | 0.28% | -5.9% |
| Q4 2018 | $977,000 | -24.1% | 15,759 | -7.8% | 0.30% | -10.1% |
| Q3 2018 | $1,288,000 | +22.9% | 17,095 | +13.3% | 0.34% | +17.0% |
| Q2 2018 | $1,048,000 | +16.2% | 15,086 | +9.5% | 0.29% | +4.7% |
| Q1 2018 | $902,000 | -33.5% | 13,780 | -50.0% | 0.28% | +34.8% |
| Q4 2017 | $1,357,000 | +71.1% | 27,540 | +105.3% | 0.20% | -18.4% |
| Q3 2017 | $793,000 | +12.5% | 13,413 | +4.1% | 0.25% | +3.7% |
| Q2 2017 | $705,000 | – | 12,879 | – | 0.24% | – |
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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% |