Golden State Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,361 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.78 and the average weighting 0.8%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2022$1,242,000
-25.8%
7,816
-18.8%
0.24%
-15.6%
Q4 2021$1,673,000
+14.9%
9,622
-1.3%
0.29%
-9.1%
Q3 2021$1,456,000
+2.5%
9,748
+1.3%
0.32%
+1.3%
Q2 2021$1,421,000
+59.5%
9,621
+43.4%
0.31%
+6.5%
Q1 2021$891,000
-4.2%
6,709
-6.2%
0.29%
+9.3%
Q4 2020$930,000
-24.2%
7,149
-32.0%
0.27%
-34.4%
Q3 2020$1,227,000
+61.7%
10,510
+44.7%
0.41%
+110.3%
Q2 2020$759,000
+23.2%
7,263
-5.2%
0.20%
-28.3%
Q1 2020$616,000
-4.3%
7,662
-4.1%
0.27%
+28.3%
Q3 2019$644,000
+9.5%
7,993
+6.1%
0.21%
+14.0%
Q2 2019$588,000
+5.4%
7,537
-0.1%
0.19%0.0%
Q1 2019$558,0007,5410.19%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
AGF Investments LLC 1,605,606$279,167,00023.49%
Mendel Capital Management LLC 106,854$18,579,00017.06%
McElhenny Sheffield Capital Management, LLC 206,563$35,915,00013.47%
WestEnd Advisors, LLC 2,631,269$457,498,810,00012.45%
5th Street Advisors, LLC 75,131$13,063,00012.39%
Biltmore Wealth Management, LLC 153,124$26,624,00010.02%
Conservest Capital Advisors, Inc. 535,749$93,151,0009.98%
Vickerman Investment Advisors, Inc. 140,548$24,437,0009.86%
Leicht Financial Planning & Wealth Management, Inc. 99,279$17,262,0009.85%
Capitol Family Office, Inc. 81,212$14,120,0009.69%
View complete list of SELECT SECTOR SPDR TR shareholders