Caption Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,553 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.74 and the average weighting 0.7%.

Quarter-by-quarter ownership
Caption Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$23,331,045
-19.1%
154,500
-14.9%
0.45%
+30.0%
Q1 2022$28,846,000
-22.2%
181,500
-14.9%
0.35%
-16.4%
Q4 2021$37,079,000
+231.3%
213,266
+21.9%
0.42%
-64.2%
Q4 2017$11,191,000175,0001.16%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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