Avion Wealth - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,626 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Avion Wealth ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$108
-6.1%
6640.0%0.03%
+3.3%
Q2 2023$115
+40.2%
6640.0%0.03%
+36.4%
Q1 2023$82
+5.1%
6640.0%0.02%
-8.3%
Q4 2022$78
-99.9%
6640.0%0.02%
-4.0%
Q3 2022$79,000
-6.0%
6640.0%0.02%
-3.8%
Q2 2022$84,000
-20.8%
6640.0%0.03%
-16.1%
Q1 2022$106,000
-7.8%
6640.0%0.03%
-6.1%
Q4 2021$115,000
+16.2%
6640.0%0.03%
+10.0%
Q3 2021$99,000
+1.0%
6640.0%0.03%0.0%
Q2 2021$98,000
+14.0%
664
+2.0%
0.03%0.0%
Q1 2021$86,000
-12.2%
651
-13.3%
0.03%
-3.2%
Q4 2020$98,0007510.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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