One Charles Private Wealth Services, LLC - 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
One Charles Private Wealth Services, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,891,438
-3.4%
29,839
+2.4%
2.86%
-2.9%
Q2 2023$5,065,225
+18.0%
29,134
+2.5%
2.94%
+10.4%
Q1 2023$4,292,022
-2.9%
28,422
-20.0%
2.67%
-6.8%
Q4 2022$4,418,726
+9.5%
35,509
+4.5%
2.86%
+6.9%
Q3 2022$4,036,000
-0.3%
33,982
+8.2%
2.68%
-1.9%
Q2 2022$4,048,000
-16.1%
31,403
+3.4%
2.73%
-9.2%
Q1 2022$4,826,000
-13.5%
30,364
-5.4%
3.00%
-5.0%
Q4 2021$5,580,000
+22.9%
32,092
-6.1%
3.16%
+20.9%
Q3 2021$4,539,000
+13.6%
34,170
+10.5%
2.62%
-2.3%
Q2 2021$3,994,000
+444.1%
30,916
+303.4%
2.68%
-20.5%
Q1 2021$734,000
+161.2%
7,664
+69.5%
3.37%
+26.2%
Q4 2020$281,000
-75.5%
4,522
-63.9%
2.67%
+252.4%
Q4 2019$1,148,00012,5260.76%
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