WealthOne, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 953 filers reported holding SELECT SECTOR SPDR TR in Q1 2019. The put-call ratio across all filers is 1.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$10,434,674
-14.1%
63,653
-8.9%
4.21%
-5.5%
Q2 2023$12,154,162
+15.2%
69,908
+0.0%
4.46%
+8.2%
Q1 2023$10,553,995
+22.8%
69,890
+1.2%
4.12%
+18.2%
Q4 2022$8,597,151
+14.2%
69,087
+9.0%
3.49%
+7.3%
Q3 2022$7,530,000
-13.9%
63,397
-7.9%
3.25%
-9.2%
Q2 2022$8,747,000
-20.2%
68,806
-0.2%
3.58%
-7.3%
Q1 2022$10,961,000
-5.7%
68,970
+3.2%
3.86%
-3.8%
Q4 2021$11,621,000
+21.0%
66,836
+3.9%
4.01%
+11.4%
Q3 2021$9,603,000
+12.7%
64,309
+11.5%
3.60%
+8.1%
Q2 2021$8,518,000
+23.1%
57,684
+10.7%
3.33%
+11.9%
Q1 2021$6,921,000
+3.1%
52,113
+0.9%
2.98%
-8.2%
Q4 2020$6,715,000
+60.9%
51,644
+44.4%
3.24%
+37.8%
Q3 2020$4,173,000
+69.1%
35,758
+51.4%
2.35%
+55.2%
Q2 2020$2,468,000
+76.2%
23,623
+35.5%
1.52%
+41.1%
Q1 2020$1,401,000
+10.8%
17,431
+26.3%
1.07%
+36.3%
Q4 2019$1,265,000
+46.1%
13,800
+28.4%
0.79%
+27.1%
Q3 2019$866,000
+11.9%
10,750
+8.4%
0.62%
+13.1%
Q2 2019$774,000
+39.7%
9,920
+32.7%
0.55%
-12.5%
Q1 2019$554,000
+125.2%
7,477
+88.8%
0.63%
+191.2%
Q4 2018$246,0003,9610.22%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2019
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 289,391$55,701,97511.51%
St. Louis Financial Planners Asset Management, LLC 16,498$3,175,5362.96%
Wela Strategies, Inc. 27,217$5,238,7182.81%
Capital Investment Advisors, LLC 481,029$92,588,5122.32%
Peoples Bank/KS 13,573$2,612,4362.09%
Boltwood Capital Management 25,963$4,997,3581.66%
Symmetry Partners, LLC 146,935$28,2821.53%
LYNCH & ASSOCIATES/IN 10,274$1,977,5400.48%
Parkside Advisors LLC 8,507$1,637,4850.45%
First Financial Bank - Trust Division 21,963$4,227,4370.43%
View complete list of SELECT SECTOR SPDR TR shareholders