MISSION WEALTH MANAGEMENT, LP - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 46 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,491,297
-13.6%
9,097
-8.3%
0.06%
-13.8%
Q2 2023$1,725,486
+1.1%
9,925
-12.2%
0.06%
-8.5%
Q1 2023$1,706,262
+38.2%
11,299
+13.9%
0.07%
+20.3%
Q4 2022$1,234,493
+10.5%
9,920
+5.5%
0.06%0.0%
Q3 2022$1,117,000
-11.1%
9,407
-4.8%
0.06%
-10.6%
Q2 2022$1,256,000
+11.4%
9,883
+39.3%
0.07%
+26.9%
Q1 2022$1,127,000
-7.0%
7,094
+1.8%
0.05%
-5.5%
Q4 2021$1,212,000
+15.6%
6,969
-0.7%
0.06%
+3.8%
Q3 2021$1,048,000
-15.1%
7,019
-16.1%
0.05%
-18.5%
Q2 2021$1,235,000
+19.1%
8,365
+7.2%
0.06%
+8.3%
Q1 2021$1,037,000
-0.6%
7,806
-2.7%
0.06%
-7.7%
Q4 2020$1,043,000
+14.4%
8,021
+2.6%
0.06%
-4.4%
Q3 2020$912,000
+13.7%
7,816
+1.8%
0.07%
-1.4%
Q2 2020$802,000
+82.7%
7,676
+40.6%
0.07%
+43.8%
Q1 2020$439,000
+9.8%
5,460
+25.1%
0.05%
+26.3%
Q4 2019$400,000
+25.8%
4,365
+10.4%
0.04%
+11.8%
Q3 2019$318,0003,9550.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
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