Kelman-Lazarov, Inc. - 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
Kelman-Lazarov, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2022$207,000
-19.8%
1,6250.0%0.07%
-18.6%
Q1 2022$258,000
-8.8%
1,6250.0%0.09%
-5.5%
Q4 2021$283,000
+16.5%
1,6250.0%0.09%
+7.1%
Q3 2021$243,000
+1.2%
1,6250.0%0.08%
+1.2%
Q2 2021$240,000
+11.1%
1,6250.0%0.08%
+9.1%
Q1 2021$216,000
+2.4%
1,6250.0%0.08%
-4.9%
Q4 2020$211,000
-58.7%
1,625
-74.4%
0.08%
-70.4%
Q1 2020$511,000
-51.1%
6,357
-44.2%
0.27%
-41.7%
Q4 2019$1,044,000
+11.9%
11,390
-1.7%
0.47%
+2.2%
Q3 2019$933,000
+0.2%
11,583
-2.9%
0.46%
-3.6%
Q2 2019$931,000
+5.4%
11,9330.0%0.48%
+2.4%
Q1 2019$883,000
+2.2%
11,933
-14.4%
0.47%
-13.4%
Q4 2018$864,000
-25.7%
13,933
-9.8%
0.54%
-21.0%
Q3 2018$1,163,000
+0.8%
15,443
-7.1%
0.68%
+10.0%
Q2 2018$1,154,000
+1.6%
16,616
-4.3%
0.62%
+1.3%
Q1 2018$1,136,000
+2.3%
17,3660.0%0.61%
+7.8%
Q4 2017$1,111,000
+1.7%
17,366
-6.0%
0.57%
-1.6%
Q3 2017$1,092,000
+6.3%
18,473
-1.6%
0.58%
+2.3%
Q2 2017$1,027,000
+2.1%
18,773
-0.5%
0.56%
-13.1%
Q1 2017$1,006,000
-99.9%
18,873
-0.8%
0.65%
+24.9%
Q4 2016$919,952,000
+1.9%
19,0230.0%0.52%
+1.4%
Q3 2016$903,021,000
+9.2%
19,0230.0%0.51%
+8.5%
Q2 2016$826,930,000
+95831.6%
19,023
-1.3%
0.47%
-6.3%
Q1 2016$862,00019,2750.50%
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