SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,361 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.78 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $25,000 | -93.6% | 200 | -91.2% | 0.01% | -92.8% |
| Q4 2021 | $393,000 | +21.7% | 2,263 | +4.7% | 0.08% | +9.2% |
| Q3 2021 | $323,000 | +29.2% | 2,162 | +27.6% | 0.08% | +18.8% |
| Q2 2021 | $250,000 | +24.4% | 1,694 | +11.7% | 0.06% | +16.4% |
| Q1 2021 | $201,000 | -19.3% | 1,516 | -20.7% | 0.06% | -27.6% |
| Q4 2020 | $249,000 | -5.0% | 1,912 | -5.9% | 0.08% | -20.8% |
| Q3 2020 | $262,000 | +184.8% | 2,031 | +131.3% | 0.10% | +166.7% |
| Q2 2020 | $92,000 | – | 878 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGF Investments LLC | 1,605,606 | $279,167,000 | 23.49% |
| Mendel Capital Management LLC | 106,854 | $18,579,000 | 17.06% |
| McElhenny Sheffield Capital Management, LLC | 206,563 | $35,915,000 | 13.47% |
| WestEnd Advisors, LLC | 2,631,269 | $457,498,810,000 | 12.45% |
| 5th Street Advisors, LLC | 75,131 | $13,063,000 | 12.39% |
| Biltmore Wealth Management, LLC | 153,124 | $26,624,000 | 10.02% |
| Conservest Capital Advisors, Inc. | 535,749 | $93,151,000 | 9.98% |
| Vickerman Investment Advisors, Inc. | 140,548 | $24,437,000 | 9.86% |
| Leicht Financial Planning & Wealth Management, Inc. | 99,279 | $17,262,000 | 9.85% |
| Capitol Family Office, Inc. | 81,212 | $14,120,000 | 9.69% |