Seven Springs Wealth Group, LLC - 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 1,439 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Seven Springs Wealth Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,559,302
-5.7%
9,5120.0%0.75%
-4.8%
Q2 2023$1,653,756
+15.1%
9,5120.0%0.78%
+10.6%
Q1 2023$1,436,407
+21.4%
9,5120.0%0.71%
+24.1%
Q4 2022$1,183,673
+4.7%
9,5120.0%0.57%
-6.8%
Q3 2022$1,130,000
-6.5%
9,5120.0%0.61%
+1.3%
Q2 2022$1,209,000
-20.0%
9,5120.0%0.61%
-15.5%
Q1 2022$1,512,000
-9.4%
9,512
-0.8%
0.72%
-5.9%
Q4 2021$1,668,000
+16.5%
9,5930.0%0.76%
+8.5%
Q3 2021$1,432,000
+1.1%
9,5930.0%0.70%
+14.5%
Q2 2021$1,417,000
+11.2%
9,5930.0%0.61%
+2.2%
Q1 2021$1,274,000
-0.5%
9,593
-2.7%
0.60%
-9.4%
Q4 2020$1,281,000
+23.1%
9,856
+10.5%
0.66%
+1.2%
Q3 2020$1,041,000
+28.7%
8,922
+15.2%
0.65%
+27.0%
Q2 2020$809,000
+32.8%
7,742
+2.2%
0.52%
+20.0%
Q1 2020$609,000
+2075.0%
7,577
+2425.7%
0.43%
+2157.9%
Q4 2019$28,000–300–0.02%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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