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 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

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 Q1 2022
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