Hefty Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 811 filers reported holding SELECT SECTOR SPDR TR in Q4 2017. The put-call ratio across all filers is 2.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2017$3,245,000
+30.6%
50,750
+20.8%
2.01%
+22.4%
Q3 2017$2,484,000
+124100.0%
42,026
+80719.2%
1.64%
+164100.0%
Q2 2017$2,000
-99.9%
52
-99.9%
0.00%
-99.9%
Q1 2017$2,361,000
+6.3%
44,302
-13.5%
1.72%
-6.3%
Q2 2016$2,222,000
+75.4%
51,235
+73.1%
1.83%
+51.8%
Q4 2015$1,267,00029,5941.21%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2017
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