Measured Wealth Private Client Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,419 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
Measured Wealth Private Client Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$6,054,776
-2.1%
36,935
+3.8%
2.44%
+3.6%
Q2 2023$6,187,072
+21.9%
35,587
+5.9%
2.35%
+20.3%
Q1 2023$5,074,142
+18.3%
33,601
-2.5%
1.95%
+10.6%
Q4 2022$4,288,351
-19.9%
34,461
-23.5%
1.77%
-25.3%
Q3 2022$5,352,000
-9.7%
45,055
-3.4%
2.36%
-9.6%
Q2 2022$5,928,000
-15.2%
46,630
+6.0%
2.62%
+1.9%
Q1 2022$6,988,000
+14.0%
43,971
+24.8%
2.57%
+18.7%
Q4 2021$6,128,000
+39.5%
35,245
+19.8%
2.16%
+28.0%
Q3 2021$4,394,000
+872.1%
29,424
+284.6%
1.69%
+173.8%
Q3 2017$452,0007,6500.62%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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