West Branch Capital LLC - 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
West Branch Capital LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$64,917
-5.7%
3960.0%0.03%0.0%
Q2 2023$68,849
+15.1%
3960.0%0.03%
+3.0%
Q1 2023$59,800
+21.4%
3960.0%0.03%
+10.0%
Q4 2022$49,278
+4.8%
3960.0%0.03%
+3.4%
Q3 2022$47,000
-6.0%
3960.0%0.03%0.0%
Q2 2022$50,000
-20.6%
3960.0%0.03%
-3.3%
Q1 2022$63,000
-66.3%
396
-63.3%
0.03%
-62.5%
Q4 2021$187,000
+16.1%
1,078
+0.1%
0.08%
+3.9%
Q3 2021$161,000
-39.0%
1,077
-39.7%
0.08%
-40.8%
Q2 2021$264,000
-1.1%
1,785
-11.1%
0.13%
-16.7%
Q1 2021$267,000
+15.6%
2,007
+12.9%
0.16%
+13.9%
Q4 2020$231,000
+11.6%
1,777
+0.4%
0.14%
+3.8%
Q3 2020$207,0001,7700.13%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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