AJ WEALTH STRATEGIES, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,232 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$2,312,164
+7.0%
13,299
-7.0%
0.11%
-0.9%
Q1 2023$2,159,896
+83844.7%
14,303
-30.8%
0.11%
-16.3%
Q4 2022$2,573
-99.8%
20,680
+46.4%
0.14%
+37.8%
Q3 2022$1,678,000
-6.6%
14,1250.0%0.10%
+3.2%
Q2 2022$1,796,000
-38.7%
14,125
-23.4%
0.10%
-34.5%
Q1 2022$2,931,000
-5.2%
18,443
+3.7%
0.14%
-1.4%
Q4 2021$3,091,000
+16.5%
17,7770.0%0.15%
+2.8%
Q3 2021$2,654,000
+38.7%
17,777
+37.2%
0.14%
+25.4%
Q2 2021$1,913,000
+11.2%
12,9530.0%0.11%
-6.6%
Q1 2021$1,720,000
+58.7%
12,953
+55.4%
0.12%
+29.8%
Q4 2020$1,084,000
+217.0%
8,334
+184.0%
0.09%
+168.6%
Q3 2020$342,000
-64.5%
2,934
-72.1%
0.04%
-69.0%
Q4 2019$964,000
+13.8%
10,5180.0%0.11%
+0.9%
Q3 2019$847,000
+36.2%
10,518
+32.0%
0.11%
+21.7%
Q2 2019$622,000
+20.1%
7,966
+13.9%
0.09%
+7.0%
Q1 2019$518,000
+144.3%
6,996
+104.7%
0.09%
+109.8%
Q4 2018$212,0003,4170.04%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
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