Financial & Tax Architects, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,352 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.91 and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial & Tax Architects, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$754,736
-16.7%
4,604
-11.6%
0.23%
-16.4%
Q2 2023$905,986
-10.7%
5,211
-22.5%
0.28%
-16.2%
Q1 2023$1,014,939
-22.2%
6,721
-10.4%
0.33%
-37.3%
Q4 2021$1,304,894
+34.4%
7,505
+15.4%
0.53%
+20.6%
Q3 2021$970,879
+33.0%
6,502
+31.5%
0.44%
+23.5%
Q2 2021$730,031
+38.9%
4,944
+24.9%
0.36%
+21.4%
Q1 2021$525,6623,9580.30%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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