Williams Jones Wealth Management, LLC. - SELECT SECTOR SPDR TR ownership

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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%.

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Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,136,857
-5.6%
19,135
+0.1%
0.05%
-4.0%
Q2 2023$3,322,986
+12.3%
19,113
-2.4%
0.05%
+8.7%
Q1 2023$2,958,739
+22.9%
19,593
+1.3%
0.05%
+15.0%
Q4 2022$2,407,416
+10.6%
19,346
+5.6%
0.04%
+5.3%
Q3 2022$2,176,000
-6.5%
18,3160.0%0.04%0.0%
Q2 2022$2,328,000
-18.2%
18,316
+2.3%
0.04%
-5.0%
Q1 2022$2,845,000
-10.1%
17,901
-1.6%
0.04%0.0%
Q4 2021$3,165,000
+16.8%
18,201
+0.3%
0.04%
+5.3%
Q3 2021$2,710,000
-1.3%
18,151
-2.4%
0.04%0.0%
Q2 2021$2,747,000
+10.3%
18,601
-0.8%
0.04%
-2.6%
Q1 2021$2,490,000
-9.5%
18,751
-11.3%
0.04%
-13.3%
Q4 2020$2,750,000
+39.9%
21,150
+25.6%
0.04%
+25.0%
Q3 2020$1,965,000
+11.0%
16,836
-0.6%
0.04%0.0%
Q2 2020$1,770,000
+30.1%
16,9360.0%0.04%0.0%
Q1 2020$1,361,000
-10.2%
16,936
+2.5%
0.04%
+24.1%
Q4 2019$1,515,000
+13.8%
16,5260.0%0.03%
+7.4%
Q3 2019$1,331,000–16,526–0.03%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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