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 1,498 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.

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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 Q4 2022
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