SVB WEALTH LLC - SELECT SECTOR SPDR TR ownership

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%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$5,316,086
-6.3%
32,429
-0.6%
0.12%
+14.7%
Q2 2023$5,671,139
-2.3%
32,619
-15.2%
0.10%
+25.9%
Q1 2023$5,807,162
+3.4%
38,455
-14.8%
0.08%
+6.6%
Q4 2022$5,618,096
+2.1%
45,147
-2.6%
0.08%
-5.0%
Q3 2022$5,504,000
-4.8%
46,341
+1.9%
0.08%
-10.1%
Q2 2022$5,779,000
-20.1%
45,459
-0.1%
0.09%
-8.2%
Q1 2022$7,230,000
+4.0%
45,494
+13.8%
0.10%
-14.9%
Q4 2021$6,952,000
+24.7%
39,986
+7.1%
0.11%
+58.3%
Q3 2021$5,576,000
+5.0%
37,340
+3.8%
0.07%
+7.5%
Q2 2021$5,312,000
+9.5%
35,976
-1.6%
0.07%
-1.5%
Q1 2021$4,853,000
-4.9%
36,543
-6.9%
0.07%
-9.3%
Q4 2020$5,102,000
+14.9%
39,247
+3.1%
0.08%
+2.7%
Q3 2020$4,442,000
+9.1%
38,066
-2.3%
0.07%
-3.9%
Q2 2020$4,073,000
+40.9%
38,982
+8.4%
0.08%
+8.6%
Q1 2020$2,891,000
-11.6%
35,966
+0.8%
0.07%
+16.7%
Q4 2019$3,272,000
-8.7%
35,688
-19.8%
0.06%
-15.5%
Q3 2019$3,582,000
+3.2%
44,478
-0.0%
0.07%
-39.3%
Q2 2019$3,471,00044,4790.12%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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