Hefty Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 819 filers reported holding SELECT SECTOR SPDR TR in Q1 2018. The put-call ratio across all filers is 2.38 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 Q1 2018
NameSharesValueWeighting ↓
AGF Investments LLC 1,605,606$279,167,00023.49%
Mendel Capital Management LLC 106,854$18,579,00017.06%
McElhenny Sheffield Capital Management, LLC 206,563$35,915,00013.47%
WestEnd Advisors, LLC 2,631,269$457,498,810,00012.45%
5th Street Advisors, LLC 75,131$13,063,00012.39%
Biltmore Wealth Management, LLC 153,124$26,624,00010.02%
Conservest Capital Advisors, Inc. 535,749$93,151,0009.98%
Vickerman Investment Advisors, Inc. 140,548$24,437,0009.86%
Leicht Financial Planning & Wealth Management, Inc. 99,279$17,262,0009.85%
Capitol Family Office, Inc. 81,212$14,120,0009.69%
View complete list of SELECT SECTOR SPDR TR shareholders