LifeSteps Financial, Inc. - 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 1,648 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%.

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Quarter-by-quarter ownership
LifeSteps Financial, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,590,685
-6.1%
15,804
-0.4%
2.64%
-3.4%
Q2 2023$2,759,690
+15.1%
15,873
-0.0%
2.73%
+7.2%
Q1 2023$2,397,514
+18.5%
15,877
-2.4%
2.54%
+20.7%
Q4 2022$2,023,517
-3.7%
16,261
-8.0%
2.11%
-11.0%
Q3 2022$2,101,000
-13.9%
17,684
-7.8%
2.37%
-6.9%
Q2 2022$2,439,000
-27.6%
19,185
-9.5%
2.54%
+2.1%
Q1 2022$3,368,000
-15.9%
21,193
-7.9%
2.49%
-12.1%
Q4 2021$4,003,000
+22.7%
23,020
+5.3%
2.83%
+13.5%
Q3 2021$3,263,000
+5.5%
21,856
+4.4%
2.50%
+5.1%
Q2 2021$3,092,000
+29.3%
20,939
+16.3%
2.38%
+18.9%
Q1 2021$2,392,000
+37.4%
18,009
+34.5%
2.00%
+25.0%
Q4 2020$1,741,000
+29.3%
13,388
+16.1%
1.60%
+12.5%
Q3 2020$1,346,000
+20.3%
11,532
+7.6%
1.42%
+9.9%
Q2 2020$1,119,000
+95.3%
10,713
+50.1%
1.29%
+95.8%
Q1 2020$573,000
-9.8%
7,135
+3.0%
0.66%
+10.2%
Q4 2019$635,000–6,930–0.60%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
AGF Investments LLC 1,605,606$279,167,00023.49%
Mendel Capital Management LLC 106,854$18,579,00017.06%
McElhenny Sheffield Capital Management, LLC 206,563$35,915,00013.47%
WestEnd Advisors, LLC 2,631,269$457,498,810,00012.45%
5th Street Advisors, LLC 75,131$13,063,00012.39%
Biltmore Wealth Management, LLC 153,124$26,624,00010.02%
Conservest Capital Advisors, Inc. 535,749$93,151,0009.98%
Vickerman Investment Advisors, Inc. 140,548$24,437,0009.86%
Leicht Financial Planning & Wealth Management, Inc. 99,279$17,262,0009.85%
Capitol Family Office, Inc. 81,212$14,120,0009.69%
View complete list of SELECT SECTOR SPDR TR shareholders