Schneider Downs Wealth Management Advisors, LP - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Schneider Downs Wealth Management Advisors, LP ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$301,139
-56.8%
1,837
-54.2%
0.07%
-56.0%
Q2 2023$697,005
+15.1%
4,0090.0%0.16%
+28.2%
Q1 2023$605,399
+17.9%
4,009
-2.8%
0.12%
+9.7%
Q4 2022$513,315
+67.2%
4,125
+59.5%
0.11%
+25.6%
Q3 2022$307,000
-6.7%
2,5860.0%0.09%
-2.2%
Q2 2022$329,000
-20.0%
2,5860.0%0.09%
-12.4%
Q1 2022$411,000
-8.5%
2,586
+0.1%
0.10%
-1.9%
Q4 2021$449,000
+16.6%
2,583
+0.1%
0.11%
+8.1%
Q3 2021$385,000
+1.0%
2,580
+0.1%
0.10%0.0%
Q2 2021$381,000
+11.4%
2,5780.0%0.10%
+17.9%
Q1 2021$342,0002,5780.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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