Capital Planning LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Planning LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,410,537
-8.8%
26,905
-3.3%
1.74%
-7.8%
Q2 2023$4,834,873
+12.4%
27,809
-2.4%
1.88%
+6.0%
Q1 2023$4,301,520
+27.8%
28,485
+5.4%
1.78%
+18.9%
Q4 2022$3,364,609
+9.9%
27,038
+4.9%
1.50%
-13.8%
Q3 2022$3,061,000
-6.1%
25,769
+0.5%
1.73%
-1.4%
Q2 2022$3,259,000
-19.3%
25,636
+0.9%
1.76%
+11.8%
Q1 2022$4,038,000
-5.4%
25,406
+3.5%
1.57%
-0.4%
Q4 2021$4,269,000
+14.2%
24,553
-1.9%
1.58%
+3.6%
Q3 2021$3,737,000
+2.4%
25,024
+1.3%
1.52%
-1.7%
Q2 2021$3,649,000
+11.8%
24,713
+0.6%
1.55%
+7.8%
Q1 2021$3,263,000
+0.4%
24,571
-1.7%
1.44%
-5.4%
Q4 2020$3,249,00024,9861.52%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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