Beacon Financial Advisory 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 1,480 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.47 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$655,087
-5.6%
3,996
+0.1%
0.36%
-9.0%
Q2 2023$694,283
+14.2%
3,993
-0.8%
0.40%
+3.1%
Q1 2023$607,907
+21.4%
4,026
+0.1%
0.39%
+7.8%
Q4 2022$500,605
-0.9%
4,023
-5.4%
0.36%
-0.6%
Q3 2022$505,000
-11.6%
4,252
-5.4%
0.36%
+10.8%
Q2 2022$571,000
-33.1%
4,493
-16.3%
0.32%
-20.3%
Q1 2022$853,000
-8.6%
5,370
+0.0%
0.41%
-5.3%
Q4 2021$933,000
+16.8%
5,368
+0.3%
0.43%
+3.9%
Q3 2021$799,000
-10.1%
5,350
-11.2%
0.42%
-13.2%
Q2 2021$889,000
+8.5%
6,023
-2.3%
0.48%
+1.9%
Q1 2021$819,000
+10.5%
6,167
+8.1%
0.47%
-2.7%
Q4 2020$741,000
+29.3%
5,706
+16.1%
0.48%
-3.2%
Q3 2020$573,000
+72.1%
4,916
+53.8%
0.50%
+37.6%
Q2 2020$333,000
+30.1%
3,196
+0.1%
0.36%
+11.0%
Q1 2020$256,000
-22.9%
3,194
-11.9%
0.33%
+14.8%
Q4 2019$332,000–3,627–0.28%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
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