Arkadios Wealth Advisors - 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 46 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,107,660
-8.4%
25,057
-2.9%
0.39%
-25.3%
Q2 2023$4,486,506
+13.7%
25,805
-1.3%
0.52%
+11.1%
Q1 2023$3,946,733
+10.1%
26,136
-9.3%
0.47%
-1.1%
Q4 2022$3,585,392
+26.5%
28,812
+20.8%
0.48%
+10.5%
Q3 2022$2,834,000
+7.1%
23,855
+14.6%
0.43%
+9.1%
Q2 2022$2,646,000
-14.5%
20,813
+6.8%
0.39%
-2.7%
Q1 2022$3,096,000
-19.5%
19,480
-11.9%
0.40%
-20.4%
Q4 2021$3,845,000
+17.3%
22,116
+0.8%
0.51%
+7.8%
Q3 2021$3,277,000
-25.6%
21,950
-26.4%
0.47%
-12.1%
Q2 2021$4,406,000
+119.3%
29,841
+97.3%
0.54%
+62.2%
Q1 2021$2,009,000
-2.9%
15,127
-5.0%
0.33%
-23.7%
Q4 2020$2,069,000
-99.4%
15,918
+488.7%
0.43%
+164.6%
Q3 2020$327,544,000
-24.7%
2,704
-33.4%
0.16%
-32.0%
Q2 2020$434,846,000
+31.7%
4,061
-1.2%
0.24%
+14.8%
Q1 2020$330,247,000
-21.7%
4,109
-1.1%
0.21%
-17.0%
Q4 2019$421,948,000–4,156–0.25%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
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