Transform Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,439 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$468,021
-97.2%
2,855
-97.0%
0.05%
-96.7%
Q2 2023$16,757,323
+11.3%
96,384
-3.4%
1.51%
+6.1%
Q1 2023$15,060,228
+1835.1%
99,730
+1494.7%
1.42%
+1532.2%
Q4 2022$778,248
+81.0%
6,254
+72.7%
0.09%
+55.4%
Q3 2022$430,000
-9.7%
3,622
-3.3%
0.06%
-21.1%
Q2 2022$476,000
-92.9%
3,745
-91.1%
0.07%
-90.5%
Q1 2022$6,697,000
-50.6%
42,137
-46.0%
0.75%
-47.0%
Q4 2021$13,569,000
+20.9%
78,041
+3.8%
1.42%
+10.1%
Q3 2021$11,226,000
+1437.8%
75,178
+1420.6%
1.29%
+1346.1%
Q2 2021$730,000
+12.5%
4,944
+1.2%
0.09%
-31.5%
Q1 2021$649,000
-80.7%
4,883
-81.1%
0.13%
-81.5%
Q4 2020$3,358,000
+9.8%
25,826
-1.5%
0.70%
+42.4%
Q3 2020$3,058,000
-40.6%
26,208
-46.8%
0.49%
-44.0%
Q2 2020$5,146,000
+50.2%
49,253
+15.6%
0.88%
+20.7%
Q1 2020$3,425,000
+582.3%
42,612
+677.6%
0.73%
+812.5%
Q4 2019$502,000
+9.6%
5,480
-3.6%
0.08%
-1.2%
Q3 2019$458,000
-51.3%
5,686
-52.8%
0.08%
-41.3%
Q2 2019$941,000
-29.0%
12,059
-31.4%
0.14%
-40.0%
Q3 2018$1,325,000
-81.7%
17,588
-83.2%
0.23%
-82.5%
Q2 2018$7,252,000
+25.8%
104,388
+18.5%
1.31%
+19.8%
Q1 2018$5,763,000
+7.4%
88,091
+5.0%
1.10%
+10.7%
Q4 2017$5,366,000
+13.9%
83,914
+5.3%
0.99%
-39.9%
Q3 2017$4,711,000
+25.9%
79,705
+13.6%
1.64%
+17.5%
Q1 2017$3,742,000
+57.0%
70,191
+42.4%
1.40%
+48.0%
Q4 2016$2,384,000
+4.8%
49,302
+3.6%
0.95%
-3.2%
Q3 2016$2,275,000
+15.2%
47,607
+4.6%
0.98%
+17.7%
Q2 2016$1,974,00045,5260.83%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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