SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,553 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.74 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $467,862 | +78.0% | 3,098 | +46.7% | 0.12% | +37.8% |
Q4 2022 | $262,844 | -39.4% | 2,112 | -42.2% | 0.09% | -26.8% |
Q3 2022 | $434,000 | -83.8% | 3,651 | -82.6% | 0.12% | -74.5% |
Q2 2022 | $2,675,000 | +62.0% | 21,043 | +102.6% | 0.48% | +2.1% |
Q1 2022 | $1,651,000 | -55.5% | 10,386 | -51.3% | 0.47% | -53.4% |
Q4 2021 | $3,709,000 | +16.7% | 21,331 | +0.2% | 1.01% | +1.7% |
Q3 2021 | $3,178,000 | +86.9% | 21,286 | +84.9% | 1.00% | +416.1% |
Q2 2021 | $1,700,000 | -32.5% | 11,510 | -39.3% | 0.19% | -77.6% |
Q1 2021 | $2,518,000 | +48.5% | 18,960 | +45.4% | 0.86% | +31.7% |
Q4 2020 | $1,696,000 | +45.1% | 13,041 | +30.1% | 0.65% | +25.8% |
Q3 2020 | $1,169,000 | +11.7% | 10,021 | +0.0% | 0.52% | -10.4% |
Q2 2020 | $1,047,000 | +52.2% | 10,018 | +17.1% | 0.58% | +26.4% |
Q1 2020 | $688,000 | +9728.6% | 8,557 | +8631.6% | 0.46% | +11350.0% |
Q1 2019 | $7,000 | +16.7% | 98 | 0.0% | 0.00% | +33.3% |
Q4 2018 | $6,000 | – | 98 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AGF Investments LLC | 1,605,606 | $279,167,000 | 23.49% |
Mendel Capital Management LLC | 106,854 | $18,579,000 | 17.06% |
McElhenny Sheffield Capital Management, LLC | 206,563 | $35,915,000 | 13.47% |
WestEnd Advisors, LLC | 2,631,269 | $457,498,810,000 | 12.45% |
5th Street Advisors, LLC | 75,131 | $13,063,000 | 12.39% |
Biltmore Wealth Management, LLC | 153,124 | $26,624,000 | 10.02% |
Conservest Capital Advisors, Inc. | 535,749 | $93,151,000 | 9.98% |
Vickerman Investment Advisors, Inc. | 140,548 | $24,437,000 | 9.86% |
Leicht Financial Planning & Wealth Management, Inc. | 99,279 | $17,262,000 | 9.85% |
Capitol Family Office, Inc. | 81,212 | $14,120,000 | 9.69% |