Legacy Financial Advisors, Inc. - SELECT SECTOR SPDR TR ownership

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
Legacy Financial Advisors, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$209,830
-5.7%
1,2800.0%0.04%0.0%
Q2 2023$222,541
+8.0%
1,280
-1.3%
0.04%
-8.7%
Q1 2022$206,000
-8.8%
1,2970.0%0.05%
-11.5%
Q4 2021$226,000
+1406.7%
1,297
+548.5%
0.05%
+940.0%
Q1 2019$15,000
+25.0%
2000.0%0.01%0.0%
Q4 2018$12,000
-20.0%
2000.0%0.01%0.0%
Q3 2018$15,0000.0%2000.0%0.01%
-16.7%
Q2 2018$15,000
+15.4%
2000.0%0.01%
+20.0%
Q1 2018$13,000
+8.3%
2000.0%0.01%0.0%
Q4 2017$12,0002000.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 334,147$54,776,71814.91%
J.Safra Asset Management Corp 585,610$95,999,04713.99%
TIFF ADVISORY SERVICES, LLC 94,475$15,487,28712.80%
Sequent Asset Management, LLC 70,981$11,635,91612.76%
Ciovacco Capital Management LLC 93,644$15,35112.73%
CHURCHILL MANAGEMENT Corp 4,408,631$722,706,88512.22%
Parker Investment Management, LLC 334,270$54,796,92911.83%
Mendel Capital Management LLC 86,397$14,163,12811.63%
WestEnd Advisors, LLC 2,343,405$384,154,49111.55%
Wall Capital Group, Inc. 47,157$8,067,66711.46%
View complete list of SELECT SECTOR SPDR TR shareholders