Lion Street Advisors, LLC - SELECT SECTOR SPDR TR ownership

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%.

Quarter-by-quarter ownership
Lion Street Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,224,686
-16.4%
13,571
-17.6%
0.73%
-18.9%
Q2 2023$2,660,251
+28.4%
16,469
+20.0%
0.90%
+39.4%
Q1 2023$2,072,276
+25.7%
13,723
+34.5%
0.64%
-25.6%
Q4 2022$1,648,251
+71.3%
10,204
+26.1%
0.86%
+79.8%
Q3 2022$962,000
-41.5%
8,091
-20.7%
0.48%
-44.2%
Q2 2022$1,644,000
+18.4%
10,204
+16.6%
0.86%
+21.0%
Q1 2022$1,389,000
-12.5%
8,752
-4.3%
0.71%
-8.5%
Q4 2021$1,588,000
+4.5%
9,148
-10.3%
0.78%
-5.2%
Q3 2021$1,519,000
+125.4%
10,204
+38.9%
0.82%
-74.7%
Q4 2019$674,0007,3473.24%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
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