SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,529 | -97.8% | 58 | -98.3% | 0.01% | -98.1% |
| Q4 2020 | $433,000 | +11.3% | 3,330 | 0.0% | 0.53% | +39.2% |
| Q3 2020 | $389,000 | +11.8% | 3,330 | 0.0% | 0.38% | +3.6% |
| Q2 2020 | $348,000 | +29.9% | 3,330 | 0.0% | 0.36% | +2.8% |
| Q1 2020 | $268,000 | -12.1% | 3,330 | 0.0% | 0.36% | +4.4% |
| Q4 2019 | $305,000 | +13.8% | 3,330 | 0.0% | 0.34% | +25.5% |
| Q3 2019 | $268,000 | +3.1% | 3,330 | 0.0% | 0.27% | +12.9% |
| Q2 2019 | $260,000 | +23.2% | 3,330 | -2.0% | 0.24% | +10.1% |
| Q1 2019 | $211,000 | 0.0% | 3,398 | 0.0% | 0.22% | 0.0% |
| Q4 2018 | $211,000 | -19.2% | 3,398 | -1.9% | 0.22% | -3.5% |
| Q3 2018 | $261,000 | – | 3,463 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGF Investments LLC | 1,605,606 | $279,167,000 | 23.49% |
| Mendel Capital Management LLC | 106,854 | $18,579,000 | 17.06% |
| McElhenny Sheffield Capital Management, LLC | 206,563 | $35,915,000 | 13.47% |
| WestEnd Advisors, LLC | 2,631,269 | $457,498,810,000 | 12.45% |
| 5th Street Advisors, LLC | 75,131 | $13,063,000 | 12.39% |
| Biltmore Wealth Management, LLC | 153,124 | $26,624,000 | 10.02% |
| Conservest Capital Advisors, Inc. | 535,749 | $93,151,000 | 9.98% |
| Vickerman Investment Advisors, Inc. | 140,548 | $24,437,000 | 9.86% |
| Leicht Financial Planning & Wealth Management, Inc. | 99,279 | $17,262,000 | 9.85% |
| Capitol Family Office, Inc. | 81,212 | $14,120,000 | 9.69% |