Lucia Wealth Services, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 868 filers reported holding SELECT SECTOR SPDR TR in Q2 2018. The put-call ratio across all filers is 2.09 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2020$782,000
+22.6%
6,703
+9.8%
0.18%
+8.3%
Q2 2020$638,000
+34.6%
6,103
+3.4%
0.17%
+7.6%
Q1 2020$474,000
-11.7%
5,903
+0.9%
0.16%
-4.8%
Q4 2019$537,000
+56.1%
5,853
+37.0%
0.16%
+43.5%
Q3 2019$344,000
+11.0%
4,273
+7.6%
0.12%
+7.5%
Q2 2019$310,000
+5.4%
3,9730.0%0.11%
+5.9%
Q1 2019$294,000
+70.9%
3,973
+43.3%
0.10%
+24.7%
Q4 2018$172,000
-30.4%
2,773
-15.3%
0.08%
+5.2%
Q3 2018$247,000
+8.8%
3,2730.0%0.08%
-22.2%
Q2 2018$227,000
+42.8%
3,273
+35.1%
0.10%
+90.4%
Q1 2018$159,0002,4230.05%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2018
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