Sugarloaf Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,498 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$206,888
-5.6%
1,262
+0.2%
0.05%
+2.0%
Q2 2023$219,068
+371.0%
1,260
+309.1%
0.05%
+363.6%
Q1 2023$46,511
+21.3%
3080.0%0.01%
+10.0%
Q4 2022$38,328
+3.6%
3080.0%0.01%
+11.1%
Q3 2022$37,000
-5.1%
3080.0%0.01%
-10.0%
Q2 2022$39,0000.0%308
+24.2%
0.01%
+11.1%
Q1 2022$39,000
-30.4%
248
-22.5%
0.01%
-30.8%
Q4 2021$56,000
-65.0%
320
-70.1%
0.01%
-69.0%
Q3 2021$160,000
+100.0%
1,070
+96.3%
0.04%
+90.9%
Q2 2021$80,000
+11.1%
545
+81.1%
0.02%
+4.8%
Q1 2021$72,000
+16.1%
301
-37.2%
0.02%0.0%
Q4 2020$62,000
-62.0%
479
-65.7%
0.02%
-64.4%
Q3 2020$163,000
+232.7%
1,396
+197.7%
0.06%
+210.5%
Q2 2020$49,000
+28.9%
4690.0%0.02%
+11.8%
Q1 2020$38,000
-11.6%
4690.0%0.02%
-5.6%
Q4 2019$43,0004690.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
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