Mount Yale Investment Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 872 filers reported holding SELECT SECTOR SPDR TR in Q3 2018. The put-call ratio across all filers is 1.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$9,126,198
+30.0%
55,671
+37.9%
0.99%
+33.5%
Q2 2023$7,017,505
+19.9%
40,363
+4.2%
0.74%
+13.1%
Q1 2023$5,851,865
+2.1%
38,752
-15.8%
0.66%
+1.1%
Q4 2022$5,729,663
-3.4%
46,044
-7.8%
0.65%
-17.4%
Q3 2022$5,930,000
-0.3%
49,920
+6.7%
0.79%
+4.9%
Q2 2022$5,949,000
-17.4%
46,795
+3.2%
0.75%
-4.2%
Q1 2022$7,206,000
+12.7%
45,341
+23.3%
0.78%
+17.7%
Q4 2021$6,394,000
+20.2%
36,776
+3.2%
0.66%
+8.7%
Q3 2021$5,321,000
+8.6%
35,638
+7.4%
0.61%
+3.2%
Q2 2021$4,899,000
+3.2%
33,180
-7.2%
0.59%
-4.4%
Q1 2021$4,748,000
+3.2%
35,749
+1.1%
0.62%
-4.0%
Q4 2020$4,600,000
+7.5%
35,377
-3.5%
0.65%
+5.9%
Q3 2020$4,279,000
+11.3%
36,664
-0.3%
0.61%
-11.3%
Q2 2020$3,843,000
+26.3%
36,778
-2.8%
0.69%
+0.3%
Q1 2020$3,042,000
-18.9%
37,853
-3.8%
0.69%
+5.4%
Q4 2019$3,751,000
+8.1%
39,346
-2.0%
0.65%
+4.8%
Q3 2019$3,471,000
+12.8%
40,150
+1.1%
0.62%
+9.3%
Q2 2019$3,077,000
+81.0%
39,704
+72.9%
0.57%
+78.6%
Q1 2019$1,700,000
+4.2%
22,969
-4.3%
0.32%
-3.9%
Q4 2018$1,631,000
-37.8%
24,006
-34.9%
0.33%
-27.7%
Q3 2018$2,621,000
-14.1%
36,855
-16.1%
0.46%
-20.6%
Q2 2018$3,051,000
+12.8%
43,921
+6.3%
0.58%
-0.5%
Q1 2018$2,704,00041,3280.58%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2018
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 289,391$55,701,97511.51%
St. Louis Financial Planners Asset Management, LLC 16,498$3,175,5362.96%
Wela Strategies, Inc. 27,217$5,238,7182.81%
Capital Investment Advisors, LLC 481,029$92,588,5122.32%
Peoples Bank/KS 13,573$2,612,4362.09%
Boltwood Capital Management 25,963$4,997,3581.66%
Symmetry Partners, LLC 146,935$28,2821.53%
LYNCH & ASSOCIATES/IN 10,274$1,977,5400.48%
Parkside Advisors LLC 8,507$1,637,4850.45%
First Financial Bank - Trust Division 21,963$4,227,4370.43%
View complete list of SELECT SECTOR SPDR TR shareholders