LYELL WEALTH MANAGEMENT, LP - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 46 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$994,072
-7.8%
6,064
-2.2%
0.13%
-2.9%
Q2 2023$1,077,620
+16.0%
6,198
+0.8%
0.14%
+6.2%
Q1 2023$928,894
+2.3%
6,151
-15.7%
0.13%
-9.1%
Q4 2022$907,691
-0.3%
7,294
-4.8%
0.14%
-7.7%
Q3 2022$910,000
-17.4%
7,658
-11.7%
0.16%
-13.9%
Q2 2022$1,102,000
+15.8%
8,672
+44.7%
0.18%
+46.3%
Q1 2022$952,000
-10.5%
5,992
-2.1%
0.12%
+1.7%
Q4 2021$1,064,000
+23.0%
6,120
+5.6%
0.12%
+15.2%
Q3 2021$865,000
+1.3%
5,795
+0.2%
0.10%
-0.9%
Q2 2021$854,000
+15.2%
5,781
+3.6%
0.11%
-1.9%
Q1 2021$741,000
+2.2%
5,580
+0.1%
0.11%
-6.9%
Q4 2020$725,000
+24.1%
5,573
+11.3%
0.12%
+6.4%
Q3 2020$584,000
+14.3%
5,008
+2.4%
0.11%
-2.7%
Q2 2020$511,000
+53.0%
4,892
+17.9%
0.11%
+12.0%
Q1 2020$334,000
+23.2%
4,151
+40.6%
0.10%
+38.9%
Q4 2019$271,0002,9520.07%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
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