Mascoma Wealth Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$54,425
-3.8%
3320.0%0.02%0.0%
Q2 2023$56,546
+12.9%
3320.0%0.02%
+13.3%
Q1 2023$50,076
+12.4%
332
-7.3%
0.02%
+7.1%
Q4 2022$44,550
+3.6%
3580.0%0.01%
-6.7%
Q3 2022$43,000
-6.5%
3580.0%0.02%
-6.2%
Q2 2022$46,000
-31.3%
358
-15.0%
0.02%
-23.8%
Q1 2022$67,000
-8.2%
4210.0%0.02%
-16.0%
Q4 2021$73,000
+15.9%
4210.0%0.02%
+4.2%
Q3 2021$63,000
+57.5%
421
+40.3%
0.02%
+41.2%
Q1 2021$40,0003000.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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