Joseph P. Lucia & Associates, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,480 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,220,624
-8.5%
25,747
-3.0%
2.95%
-4.5%
Q2 2023$4,614,079
+13.8%
26,539
-1.1%
3.09%
+9.4%
Q1 2023$4,052,899
+22.0%
26,839
+0.6%
2.82%
+13.5%
Q4 2022$3,321,574
+2.4%
26,692
-2.3%
2.49%
-2.4%
Q3 2022$3,245,000
-7.7%
27,317
-1.3%
2.55%
+2.7%
Q2 2022$3,517,000
-20.4%
27,669
-0.4%
2.48%
-7.6%
Q1 2022$4,417,000
-12.1%
27,790
-3.9%
2.69%
-15.9%
Q4 2021$5,027,000
+16.8%
28,912
+0.3%
3.20%
+25.3%
Q3 2021$4,304,000
-0.2%
28,825
-1.3%
2.55%
-1.1%
Q2 2021$4,314,000
+14.6%
29,213
+3.1%
2.58%
+53.5%
Q1 2021$3,765,000
-0.9%
28,345
-3.0%
1.68%
-36.7%
Q4 2020$3,801,000
+8.1%
29,236
-3.0%
2.65%
-19.2%
Q3 2020$3,517,000
+8.2%
30,133
-3.1%
3.28%
+12.2%
Q2 2020$3,250,000
+29.8%
31,104
-0.2%
2.92%
+5.0%
Q1 2020$2,504,000
-12.4%
31,153
-0.1%
2.78%
+7.0%
Q4 2019$2,860,000
+13.4%
31,194
-0.4%
2.60%
+0.2%
Q3 2019$2,521,000
+2.6%
31,304
-0.6%
2.60%
+0.7%
Q2 2019$2,458,000
-79.3%
31,500
-96.5%
2.58%
+191.7%
Q1 2019$11,886,000905,8160.88%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 334,147$54,776,71814.91%
J.Safra Asset Management Corp 585,610$95,999,04713.99%
TIFF ADVISORY SERVICES, LLC 94,475$15,487,28712.80%
Sequent Asset Management, LLC 70,981$11,635,91612.76%
Ciovacco Capital Management LLC 93,644$15,35112.73%
CHURCHILL MANAGEMENT Corp 4,408,631$722,706,88512.22%
Parker Investment Management, LLC 334,270$54,796,92911.83%
Mendel Capital Management LLC 86,397$14,163,12811.63%
WestEnd Advisors, LLC 2,343,405$384,154,49111.55%
Wall Capital Group, Inc. 47,157$8,067,66711.46%
View complete list of SELECT SECTOR SPDR TR shareholders