Soltis Investment Advisors LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$226,963
+5.6%
1,385
-18.2%
0.03%
-6.5%
Q2 2022$215,000
+7.0%
1,693
+34.2%
0.03%
+10.7%
Q1 2022$201,000
-52.3%
1,262
-47.9%
0.03%
-52.5%
Q4 2021$421,000
+87.9%
2,424
+61.9%
0.06%
+68.6%
Q3 2021$224,000
+2.3%
1,497
+0.9%
0.04%0.0%
Q2 2021$219,000
-5.2%
1,483
-14.8%
0.04%
-16.7%
Q1 2021$231,000
-85.1%
1,741
-85.4%
0.04%
-85.4%
Q4 2020$1,550,000
-8.6%
11,922
-18.0%
0.29%
-27.9%
Q3 2020$1,696,00014,5350.40%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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