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 1,626 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.72 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 2021
NameSharesValueWeighting ↓
Hillswick Asset Management, LLC 610,310$25,236,00021.97%
Virtus Investment Advisers, Inc. 762,577$31,533,00016.65%
Spruce Investment Advisors LLC 1,119,045$46,272,00012.62%
Strategic Point Investment Advisors, LLC 712,197$29,447,00012.59%
PROVIDA PENSION FUND ADMINISTRATOR 13,710,283$573,227,00011.63%
Avidian Wealth Solutions, LLC 631,813$26,126,00010.76%
BARING ASSET MANAGEMENT Ltd 3,884,042$160,605,00010.21%
CUMBERLAND ADVISORS INC 370,805$15,333,0008.92%
SWARTHMORE GROUP INC 2,331,850$96,422,0008.75%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 4,828,561$199,661,0008.51%
View complete list of SELECT SECTOR SPDR TR shareholders