Waldron Private Wealth 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 1,361 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.78 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$5,521
-19.9%
33,685
-15.1%
0.29%
-16.6%
Q2 2023$6,895
+15.1%
39,660
-0.0%
0.34%
+17.8%
Q1 2023$5,991
+24.6%
39,675
-2.0%
0.29%
-2.3%
Q4 2022$4,808
-99.9%
40,4830.0%0.30%0.0%
Q3 2022$4,808,000
-6.6%
40,4830.0%0.30%
+3.5%
Q2 2022$5,146,000
-20.0%
40,4830.0%0.29%
-12.4%
Q1 2022$6,433,000
-8.4%
40,483
+0.2%
0.33%
-4.6%
Q4 2021$7,024,000
+16.9%
40,398
+0.3%
0.35%
-1.1%
Q3 2021$6,011,000
+1.1%
40,2580.0%0.35%
-7.9%
Q2 2021$5,944,000
+10.7%
40,258
-0.5%
0.38%
+1.9%
Q1 2021$5,371,000
+2.1%
40,4440.0%0.37%
-4.6%
Q4 2020$5,258,000
+9.7%
40,444
-1.5%
0.39%
-4.6%
Q3 2020$4,791,000
+11.7%
41,0560.0%0.41%
+8.2%
Q2 2020$4,289,000
+30.0%
41,0560.0%0.38%
+7.7%
Q1 2020$3,299,000–41,056–0.35%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
AGF Investments LLC 1,605,606$279,167,00023.49%
Mendel Capital Management LLC 106,854$18,579,00017.06%
McElhenny Sheffield Capital Management, LLC 206,563$35,915,00013.47%
WestEnd Advisors, LLC 2,631,269$457,498,810,00012.45%
5th Street Advisors, LLC 75,131$13,063,00012.39%
Biltmore Wealth Management, LLC 153,124$26,624,00010.02%
Conservest Capital Advisors, Inc. 535,749$93,151,0009.98%
Vickerman Investment Advisors, Inc. 140,548$24,437,0009.86%
Leicht Financial Planning & Wealth Management, Inc. 99,279$17,262,0009.85%
Capitol Family Office, Inc. 81,212$14,120,0009.69%
View complete list of SELECT SECTOR SPDR TR shareholders