StrongBox Wealth, 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
StrongBox Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2023$368,967
+21.7%
1,917
+3.6%
0.22%
+11.4%
Q3 2023$303,297
-5.6%
1,850
+0.2%
0.19%
-4.9%
Q2 2023$321,194
+14.5%
1,847
-0.6%
0.20%
+8.0%
Q1 2023$280,540
+21.5%
1,858
+0.2%
0.19%
+15.3%
Q4 2022$230,842
+4.9%
1,855
+0.2%
0.16%
+2.5%
Q3 2022$220,000
-7.9%
1,851
-1.4%
0.16%
+2.6%
Q2 2022$239,000
-22.4%
1,877
-3.0%
0.16%
-11.9%
Q1 2022$308,000
-26.1%
1,936
-19.3%
0.18%
-15.4%
Q4 2021$417,000
+12.4%
2,398
-3.5%
0.21%0.0%
Q3 2021$371,000
+1.1%
2,486
+0.0%
0.21%
-1.0%
Q2 2021$367,000
-3.7%
2,485
-13.5%
0.21%
-11.0%
Q1 2021$381,000
-9.9%
2,872
-11.8%
0.24%
-13.9%
Q4 2020$423,000
-5.4%
3,255
-14.9%
0.27%
-16.2%
Q3 2020$447,000
-0.9%
3,826
-11.3%
0.33%
-20.4%
Q2 2020$451,000
+33.4%
4,313
+2.6%
0.41%
+7.3%
Q1 2020$338,0004,2050.38%
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