REDW Wealth LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.

Quarter-by-quarter ownership
REDW Wealth LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$355,296
-41.1%
2,167
-37.5%
0.11%
-39.2%
Q2 2023$602,836
+5.3%
3,467
-8.6%
0.18%
-0.5%
Q1 2023$572,685
+14.7%
3,792
-5.5%
0.18%
+5.8%
Q4 2022$499,129
+82.8%
4,011
+155.3%
0.17%
+117.7%
Q4 2021$273,0001,5710.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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