Lehman & Derafelo Financial Resources LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 913 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.25 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2022$29,000
-6.5%
2440.0%0.01%
-10.0%
Q2 2022$31,000
-13.9%
2440.0%0.01%
-16.7%
Q3 2021$36,0000.0%2440.0%0.01%
+20.0%
Q2 2021$36,000
+12.5%
2440.0%0.01%
+11.1%
Q1 2021$32,0000.0%2440.0%0.01%
-10.0%
Q4 2020$32,000
+14.3%
2440.0%0.01%
+11.1%
Q3 2020$28,000
-9.7%
244
-18.9%
0.01%
-18.2%
Q2 2020$31,000
+29.2%
3010.0%0.01%
+10.0%
Q1 2020$24,000
-14.3%
301
+0.3%
0.01%0.0%
Q4 2019$28,000
+16.7%
3000.0%0.01%
+11.1%
Q3 2019$24,0000.0%3000.0%0.01%
-10.0%
Q2 2019$24,000
+9.1%
300
+0.3%
0.01%
+11.1%
Q1 2019$22,000
+15.8%
2990.0%0.01%0.0%
Q4 2018$19,0002990.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2018
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