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 1,553 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
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 Q1 2023
NameSharesValueWeighting ↓
J.Safra Asset Management Corp 624,772$77,74613.69%
Mendel Capital Management LLC 91,650$11,404,94211.89%
WestEnd Advisors, LLC 2,873,948$357,634,13511.70%
CHURCHILL MANAGEMENT Corp 3,576,880$445,106,97610.76%
INNEALTA CAPITAL, LLC 177,066$22,034,09310.24%
Parker Investment Management, LLC 323,428$40,2479.95%
Vickerman Investment Advisors, Inc. 171,723$21,369,2609.70%
Conservest Capital Advisors, Inc. 567,504$70,620,1538.96%
CTF Capital Management, LP 119,332$14,849,6748.77%
Biltmore Wealth Management, LLC 161,864$20,142,2988.69%
View complete list of SELECT SECTOR SPDR TR shareholders