Lake Point Wealth Management - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,120 filers reported holding SELECT SECTOR SPDR TR in Q4 2019. The put-call ratio across all filers is 1.17 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2022$6,000
+100.0%
44
+131.6%
0.00%
+200.0%
Q1 2022$3,0000.0%190.0%0.00%0.0%
Q4 2021$3,0000.0%190.0%0.00%0.0%
Q3 2021$3,0000.0%190.0%0.00%0.0%
Q2 2021$3,000
+50.0%
190.0%0.00%
-50.0%
Q1 2020$2,0000.0%190.0%0.00%
+100.0%
Q4 2019$2,000
+100.0%
190.0%0.00%
Q2 2019$1,0000.0%190.0%0.00%
Q1 2019$1,000
-99.9%
19
-99.8%
0.00%
-100.0%
Q4 2018$744,00012,0000.28%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2019
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