LIBERTY WEALTH MANAGEMENT LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$529
-99.9%
3,230
+2.9%
0.13%
-2.2%
Q2 2023$545,631
+35.3%
3,138
+17.5%
0.14%
+62.7%
Q1 2023$403,179
+36.7%
2,670
+7.4%
0.08%
+5.1%
Q3 2022$295,000
+7.7%
2,485
+15.3%
0.08%
-28.8%
Q2 2022$274,000
-19.9%
2,156
+0.1%
0.11%
-9.8%
Q1 2022$342,000
-14.1%
2,154
-6.0%
0.12%
+623.5%
Q4 2021$398,000
+9.3%
2,292
-5.9%
0.02%
-86.9%
Q3 2021$364,000
+84.8%
2,436
+82.9%
0.13%
+68.8%
Q2 2021$197,000
+103.1%
1,332
+81.2%
0.08%
+63.8%
Q1 2021$97,0000.0%7350.0%0.05%0.0%
Q4 2020$97,000
+19.8%
735
+5.8%
0.05%
-2.1%
Q3 2020$81,000
+14.1%
695
+2.4%
0.05%
-4.0%
Q2 2020$71,000
+39.2%
679
+6.9%
0.05%
+11.1%
Q1 2020$51,000
+18.6%
635
+36.9%
0.04%
+32.4%
Q4 2019$43,000
+16.2%
464
+0.2%
0.03%
-2.9%
Q3 2019$37,000
-2.6%
463
-4.9%
0.04%
+6.1%
Q2 2019$38,000
+5.6%
487
+0.2%
0.03%
+22.2%
Q1 2019$36,000
+16.1%
486
-4.0%
0.03%
+17.4%
Q4 2018$31,0005060.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
J.Safra Asset Management Corp 624,772$77,74613.69%
Mendel Capital Management LLC 91,650$11,404,94211.89%
WestEnd Advisors, LLC 2,873,948$357,634,13511.70%
CHURCHILL MANAGEMENT Corp 3,576,880$445,106,97610.76%
INNEALTA CAPITAL, LLC 177,066$22,034,09310.24%
Parker Investment Management, LLC 323,428$40,2479.95%
Vickerman Investment Advisors, Inc. 171,723$21,369,2609.70%
Conservest Capital Advisors, Inc. 567,504$70,620,1538.96%
CTF Capital Management, LP 119,332$14,849,6748.77%
Biltmore Wealth Management, LLC 161,864$20,142,2988.69%
View complete list of SELECT SECTOR SPDR TR shareholders