Dougherty Wealth Advisers 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
Dougherty Wealth Advisers LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$81,965
-5.7%
5000.0%0.10%
-20.2%
Q2 2023$86,930
+15.1%
5000.0%0.12%
+4.4%
Q1 2023$75,505
+21.4%
5000.0%0.11%
+11.8%
Q4 2022$62,220
+5.5%
5000.0%0.10%
-12.8%
Q3 2022$59,000
-7.8%
5000.0%0.12%
-1.7%
Q2 2022$64,000
-19.0%
5000.0%0.12%0.0%
Q1 2022$79,000
-9.2%
5000.0%0.12%
-2.5%
Q4 2021$87,000
+16.0%
5000.0%0.12%
+8.9%
Q3 2021$75,000
+1.4%
5000.0%0.11%
+2.8%
Q2 2021$74,000
+12.1%
5000.0%0.11%
+9.0%
Q1 2021$66,000
+1.5%
5000.0%0.10%
-2.0%
Q4 2020$65,000
+12.1%
5000.0%0.10%
-49.0%
Q3 2020$58,000
+11.5%
5000.0%0.20%
+5.3%
Q2 2020$52,000
+30.0%
5000.0%0.19%
+19.5%
Q1 2020$40,000
-13.0%
5000.0%0.16%
+12.8%
Q4 2019$46,000
+15.0%
5000.0%0.14%
+6.8%
Q3 2019$40,000
+2.6%
5000.0%0.13%
+20.0%
Q2 2019$39,000
+5.4%
5000.0%0.11%
-12.0%
Q1 2019$37,000
+8.8%
5000.0%0.12%
+11.6%
Q4 2018$34,0005000.11%
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