Selective Wealth Management, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,419 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$232,438
+62.5%
1,354
+12.3%
0.12%
+90.2%
Q3 2022$143,000
-3.4%
1,206
+3.5%
0.06%
+15.1%
Q2 2022$148,000
-52.9%
1,165
-41.0%
0.05%
-53.5%
Q1 2022$314,000
-8.7%
1,9760.0%0.11%
-18.6%
Q4 2021$344,000
+16.6%
1,9760.0%0.14%
-10.3%
Q3 2021$295,000
+426.8%
1,976
+425.5%
0.16%
+246.7%
Q2 2021$56,000
+9.8%
376
-2.6%
0.04%
-2.2%
Q1 2021$51,000
+41.7%
386
+40.4%
0.05%
+100.0%
Q4 2020$36,0002750.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2021
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