SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,109 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 2.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302 | -5.6% | 1,843 | 0.0% | 0.04% | -26.7% |
| Q2 2023 | $320 | +15.1% | 1,843 | 0.0% | 0.06% | +3.4% |
| Q1 2023 | $278 | -99.9% | 1,843 | -27.5% | 0.06% | -23.7% |
| Q4 2022 | $316,142 | +37.5% | 2,541 | +31.0% | 0.08% | +24.6% |
| Q3 2022 | $230,000 | -6.5% | 1,939 | 0.0% | 0.06% | -3.2% |
| Q2 2022 | $246,000 | +0.4% | 1,939 | +25.7% | 0.06% | +14.5% |
| Q1 2022 | $245,000 | -8.6% | 1,542 | 0.0% | 0.06% | -3.5% |
| Q4 2021 | $268,000 | -2.5% | 1,542 | -16.3% | 0.06% | -9.5% |
| Q3 2021 | $275,000 | +1.1% | 1,842 | 0.0% | 0.06% | +1.6% |
| Q2 2021 | $272,000 | +24.8% | 1,842 | +12.2% | 0.06% | +14.8% |
| Q1 2021 | $218,000 | +1.4% | 1,642 | -0.9% | 0.05% | 0.0% |
| Q4 2020 | $215,000 | -11.9% | 1,657 | -20.8% | 0.05% | +1.9% |
| Q3 2020 | $244,000 | -6.2% | 2,093 | -15.7% | 0.05% | -8.6% |
| Q2 2020 | $260,000 | +29.4% | 2,483 | +13.0% | 0.06% | +26.1% |
| Q4 2019 | $201,000 | – | 2,197 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thinkbetter Group LLC | 194,674 | $30,083,000 | 30.65% |
| AGF Investments LLC | 1,539,773 | $229,919,000 | 22.69% |
| WestEnd Advisors, LLC | 2,521,958 | $376,578,828,000 | 11.33% |
| Advisors Preferred, LLC | 537,338 | $81,444,000 | 11.32% |
| Lunia Capital LP | 3,000 | $448,000 | 9.97% |
| Evolution Wealth Advisors, LLC | 301,742 | $45,056,000 | 9.66% |
| Biltmore Wealth Management, LLC | 157,102 | $23,458,000 | 9.39% |
| Conservest Capital Advisors, Inc. | 546,203 | $81,559,000 | 9.19% |
| Leicht Financial Planning & Wealth Management, Inc. | 96,942 | $14,980,000 | 9.00% |
| INNEALTA CAPITAL, LLC | 105,798 | $15,798,000 | 8.85% |