Successful Portfolios 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
Successful Portfolios LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,869,654
-5.5%
17,505
+0.2%
2.54%
-2.8%
Q2 2023$3,038,075
+9.7%
17,474
-4.7%
2.62%
+50.4%
Q1 2023$2,769,246
+19.8%
18,338
-1.3%
1.74%
+15.3%
Q4 2022$2,312,000
+4.9%
18,576
+0.1%
1.51%
-5.6%
Q3 2022$2,204,000
-7.0%
18,557
-0.4%
1.60%
+0.2%
Q2 2022$2,370,000
-21.4%
18,640
-1.7%
1.60%
-7.1%
Q1 2022$3,015,000
-8.1%
18,970
+0.6%
1.72%
-3.7%
Q4 2021$3,279,000
+16.5%
18,861
+0.1%
1.78%
+6.0%
Q3 2021$2,815,000
+1.6%
18,851
+0.4%
1.68%
+0.1%
Q2 2021$2,772,000
+10.8%
18,776
-0.3%
1.68%
+1.9%
Q1 2021$2,501,000
+1.4%
18,835
-0.7%
1.65%
-6.9%
Q4 2020$2,467,000
+10.6%
18,975
-0.7%
1.77%
-0.5%
Q3 2020$2,230,000
+10.2%
19,105
-1.3%
1.78%0.0%
Q2 2020$2,023,000
+28.9%
19,357
-0.8%
1.78%
+12.1%
Q1 2020$1,569,000
-9.8%
19,517
+2.9%
1.59%
+2.5%
Q4 2019$1,739,000
+9.9%
18,972
-3.4%
1.55%
+4.1%
Q3 2019$1,582,000
+2.9%
19,648
-0.3%
1.49%
-9.9%
Q2 2019$1,538,000
+4.4%
19,704
-1.0%
1.65%
+2.5%
Q1 2019$1,473,000
+5.3%
19,899
-11.8%
1.61%
-10.0%
Q4 2018$1,399,000
-21.6%
22,573
-4.7%
1.79%
-8.0%
Q3 2018$1,785,000
+6.7%
23,696
-1.6%
1.94%
-0.5%
Q2 2018$1,673,000
+4.6%
24,082
-1.5%
1.95%
+0.6%
Q1 2018$1,600,000
+2.2%
24,450
-0.1%
1.94%
-0.1%
Q4 2017$1,565,00024,4731.94%
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