Icon Wealth Partners, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,626 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$637,360
-10.6%
3,888
-5.2%
0.07%
-4.0%
Q2 2023$713,000
+15.1%
4,1010.0%0.08%
+11.9%
Q1 2023$619,292
-7.7%
4,101
-2.8%
0.07%0.0%
Q1 2022$671,000
-8.6%
4,2190.0%0.07%
-9.5%
Q4 2021$734,000
+12.4%
4,219
-3.5%
0.07%
+7.2%
Q3 2021$653,000
-5.8%
4,373
-6.8%
0.07%
-6.8%
Q2 2021$693,000
+11.2%
4,6930.0%0.07%
-5.1%
Q1 2021$623,000
+12360.0%
4,693
+6509.9%
0.08%
+3800.0%
Q1 2019$5,000
-98.8%
71
-98.7%
0.00%
-98.9%
Q3 2018$418,000
+1166.7%
5,543
+1076.9%
0.17%
+1142.9%
Q2 2018$33,000
+560.0%
471
+563.4%
0.01%
+600.0%
Q4 2017$5,000710.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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