Sound View Wealth Advisors Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,109 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 2.57 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,114,942
+25.1%
25,102
+32.7%
0.51%
+18.8%
Q2 2023$3,288,616
+27.4%
18,915
+10.6%
0.43%
+21.8%
Q1 2023$2,581,577
+92.9%
17,095
+58.9%
0.35%
+25.1%
Q4 2022$1,338,636
-0.2%
10,757
-4.7%
0.28%
-6.0%
Q3 2022$1,341,000
-3.0%
11,292
+3.9%
0.30%
+4.2%
Q2 2022$1,382,000
-5.1%
10,869
+18.7%
0.29%
+4.3%
Q1 2022$1,456,000
+8.1%
9,159
+18.3%
0.28%
+8.6%
Q4 2021$1,347,000
+27.2%
7,745
+9.2%
0.26%
+15.4%
Q3 2021$1,059,000
+13.1%
7,093
+11.9%
0.22%
+12.2%
Q2 2021$936,000
+76.9%
6,340
+59.1%
0.20%
+60.2%
Q1 2021$529,000
+54.7%
3,984
+51.3%
0.12%
+46.4%
Q4 2020$342,000
+22.6%
2,634
+10.3%
0.08%
+15.1%
Q3 2020$279,000
+16.2%
2,388
+4.0%
0.07%
+7.4%
Q2 2020$240,000
+12.7%
2,296
-1.4%
0.07%
+13.3%
Q4 2019$213,0002,3290.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2020
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