BRANDYWINE OAK PRIVATE WEALTH LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,439 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$711,373
-6.1%
4,340
-0.4%
0.08%
-2.4%
Q2 2023$757,571
+0.2%
4,357
-13.0%
0.08%
-3.4%
Q1 2023$756,289
+22.0%
5,008
+0.6%
0.09%
+14.3%
Q4 2022$619,707
+5.0%
4,980
+0.1%
0.08%
-3.8%
Q3 2022$590,000
-7.5%
4,973
-1.0%
0.08%
-2.4%
Q2 2022$638,000
-40.7%
5,024
-24.0%
0.08%
-33.3%
Q1 2022$1,076,000
+7.3%
6,614
+15.9%
0.12%
+11.8%
Q4 2021$1,003,000
+16.5%
5,707
-1.0%
0.11%
+10.0%
Q3 2021$861,000
-0.8%
5,766
-2.0%
0.10%
-1.0%
Q2 2021$868,000
+16.0%
5,881
+4.3%
0.10%
-8.2%
Q1 2021$748,000
-5.9%
5,638
-7.9%
0.11%
-9.1%
Q4 2020$795,000
+11.3%
6,1190.0%0.12%
+1.7%
Q3 2020$714,000
-6.9%
6,119
-16.7%
0.12%
-12.5%
Q2 2020$767,000
+86.2%
7,345
+64.6%
0.14%
+60.0%
Q1 2020$412,000
+98.1%
4,461
+66.9%
0.08%
+102.4%
Q2 2019$208,000
+96.2%
2,673
+55.0%
0.04%
+75.0%
Q4 2018$106,0001,7250.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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