JGP Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,480 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
JGP Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$299,008
-5.7%
1,8240.0%0.05%
-3.8%
Q2 2023$317,121
+15.1%
1,8240.0%0.05%
+8.3%
Q1 2023$275,442
+21.4%
1,8240.0%0.05%
+14.3%
Q4 2022$226,979
+3.2%
1,8240.0%0.04%
-8.7%
Q3 2022$220,000
-7.2%
1,8240.0%0.05%
-4.2%
Q2 2022$237,000
-14.7%
1,8240.0%0.05%
-5.9%
Q1 2022$278,000
-9.4%
1,8240.0%0.05%
-10.5%
Q4 2021$307,000
+12.9%
1,8240.0%0.06%
-3.4%
Q3 2021$272,000
+10.6%
1,824
+9.6%
0.06%
+11.3%
Q2 2021$246,000
+10.8%
1,664
-0.2%
0.05%
+6.0%
Q1 2021$222,0001,6680.05%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
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