WESPAC Advisors SoCal, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,480 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
WESPAC Advisors SoCal, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,810,866
-4.5%
23,247
+1.3%
1.29%
-5.7%
Q2 2023$3,989,550
+14.6%
22,947
-0.5%
1.37%
+13.7%
Q1 2023$3,481,975
-14.9%
23,058
-29.9%
1.20%
-21.1%
Q4 2022$4,092,447
-1.7%
32,887
+1.0%
1.52%
-12.5%
Q3 2022$4,163,000
-0.1%
32,553
-0.7%
1.74%
+9.3%
Q2 2022$4,166,000
-26.0%
32,769
-7.5%
1.59%
-8.3%
Q1 2022$5,631,000
-7.0%
35,433
-5.0%
1.74%
-6.1%
Q4 2021$6,054,000
+9.8%
37,279
+1.5%
1.85%
+2.7%
Q3 2021$5,514,000
+1.0%
36,716
-0.7%
1.80%
-0.5%
Q2 2021$5,461,000
+56.3%
36,986
+40.6%
1.81%
+32.2%
Q1 2021$3,494,000
+237.6%
26,311
+230.7%
1.37%
+233.3%
Q4 2020$1,035,000
-9.8%
7,957
-16.6%
0.41%
-24.7%
Q3 2020$1,147,000
+27.6%
9,540
+14.7%
0.55%
+31.2%
Q2 2020$899,000
+44.1%
8,320
+18.9%
0.42%
+20.2%
Q1 2020$624,000
+23.3%
6,995
+26.6%
0.35%
+44.2%
Q4 2019$506,000
+13.7%
5,5250.0%0.24%
+9.1%
Q3 2019$445,000
+11.8%
5,525
+8.1%
0.22%
+3.8%
Q2 2019$398,000
+2.3%
5,110
-2.9%
0.21%
-1.4%
Q1 2019$389,000
+86.1%
5,260
+55.9%
0.22%
+62.9%
Q4 2018$209,000
-23.4%
3,375
-6.9%
0.13%
-3.6%
Q3 2018$273,000
-11.9%
3,625
-19.0%
0.14%
-23.5%
Q2 2018$310,000
+16.5%
4,475
+9.8%
0.18%
+16.2%
Q1 2018$266,000
+2.3%
4,0750.0%0.15%
+4.1%
Q4 2017$260,000
-39.7%
4,075
-44.2%
0.15%
-42.4%
Q3 2017$431,000
+21.4%
7,300
+12.3%
0.26%
+13.2%
Q2 2017$355,000
-99.9%
6,500
-7.1%
0.23%
-2.2%
Q1 2017$373,170,000
+1.5%
7,000
-7.9%
0.23%
-2.5%
Q4 2016$367,536,000
+959.3%
7,600
+850.0%
0.24%
+934.8%
Q2 2016$34,696,000
-2.2%
8000.0%0.02%
-11.5%
Q1 2016$35,488,000
+104276.5%
8000.0%0.03%
+18.2%
Q4 2015$34,0008000.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 334,147$54,776,71814.91%
J.Safra Asset Management Corp 585,610$95,999,04713.99%
TIFF ADVISORY SERVICES, LLC 94,475$15,487,28712.80%
Sequent Asset Management, LLC 70,981$11,635,91612.76%
Ciovacco Capital Management LLC 93,644$15,35112.73%
CHURCHILL MANAGEMENT Corp 4,408,631$722,706,88512.22%
Parker Investment Management, LLC 334,270$54,796,92911.83%
Mendel Capital Management LLC 86,397$14,163,12811.63%
WestEnd Advisors, LLC 2,343,405$384,154,49111.55%
Wall Capital Group, Inc. 47,157$8,067,66711.46%
View complete list of SELECT SECTOR SPDR TR shareholders