Regent Peak Wealth Advisors LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,352 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.91 and the average weighting 0.7%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$587,493
-5.6%
3,584
+0.2%
0.18%
-1.1%
Q2 2023$622,023
+15.3%
3,578
+0.2%
0.18%
+8.4%
Q1 2023$539,374
+21.6%
3,572
+0.2%
0.17%
+15.2%
Q4 2022$443,722
-1.8%
3,566
-6.5%
0.14%
-8.8%
Q3 2022$452,000
+0.2%
3,812
+7.3%
0.16%
+8.2%
Q2 2022$451,000
-25.0%
3,552
-6.1%
0.15%
-14.5%
Q1 2022$601,000
+9.7%
3,784
+20.0%
0.17%
+15.4%
Q4 2021$548,000
+16.6%
3,153
+0.2%
0.15%
+10.4%
Q3 2021$470,000
-2.5%
3,148
+0.2%
0.14%0.0%
Q2 2021$482,000
+15.9%
3,143
+0.2%
0.14%
-1.5%
Q1 2021$416,000
+15.6%
3,138
+13.2%
0.14%
+14.2%
Q4 2020$360,000
+11.5%
2,772
+0.3%
0.12%
-12.4%
Q3 2020$323,0002,7650.14%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2021
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 334,147$54,776,71814.91%
J.Safra Asset Management Corp 585,610$95,999,04713.99%
TIFF ADVISORY SERVICES, LLC 94,475$15,487,28712.80%
Sequent Asset Management, LLC 70,981$11,635,91612.76%
Ciovacco Capital Management LLC 93,644$15,35112.73%
CHURCHILL MANAGEMENT Corp 4,408,631$722,706,88512.22%
Parker Investment Management, LLC 334,270$54,796,92911.83%
Mendel Capital Management LLC 86,397$14,163,12811.63%
WestEnd Advisors, LLC 2,343,405$384,154,49111.55%
Wall Capital Group, Inc. 47,157$8,067,66711.46%
View complete list of SELECT SECTOR SPDR TR shareholders