Polaris Wealth Advisory Group, LLC - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,626 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$620,000
+126.3%
3,567
+1.8%
0.04%
+63.6%
Q3 2019$274,000
+168.6%
3,504
+157.8%
0.02%
+214.3%
Q3 2018$102,000
+142.9%
1,359
+114.0%
0.01%
+75.0%
Q2 2018$42,000
-52.8%
635
-53.3%
0.00%
-42.9%
Q1 2018$89,000
-99.1%
1,359
-99.2%
0.01%
-99.3%
Q1 2017$9,490,000
+7.5%
178,020
-2.5%
1.04%
+1.2%
Q4 2016$8,828,000
-0.7%
182,550
-1.9%
1.02%
-3.7%
Q3 2016$8,888,000
+5.5%
186,013
-4.3%
1.06%
-18.8%
Q2 2016$8,427,000
-4.9%
194,302
-2.7%
1.31%
-5.6%
Q1 2016$8,857,000
-35.8%
199,655
-40.2%
1.38%
-51.2%
Q4 2014$13,799,000
+4.0%
333,719
+0.3%
2.84%
-4.8%
Q3 2014$13,273,000
+3.0%
332,646
-1.0%
2.98%
+3.8%
Q2 2014$12,889,000
+4.6%
336,096
-0.9%
2.87%
-0.5%
Q1 2014$12,324,000
+3.4%
339,029
+1.6%
2.88%
-1.6%
Q4 2013$11,923,000–333,610–2.93%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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