TrueWealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,553 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.74 and the average weighting 0.7%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$381,959
-5.3%
2,330
+0.5%
0.16%
-2.4%
Q2 2023$403,205
+3.3%
2,319
-10.3%
0.16%
+0.6%
Q1 2023$390,303
+21.9%
2,585
+0.4%
0.16%
+17.1%
Q4 2022$320,283
+4.7%
2,574
+0.0%
0.14%
-3.4%
Q3 2022$306,000
+5.2%
2,573
+12.3%
0.14%
+7.4%
Q2 2022$291,000
-55.3%
2,292
-38.8%
0.14%
-53.8%
Q1 2022$651,0000.0%3,7450.0%0.29%0.0%
Q4 2021$651,000
+12.0%
3,745
-3.8%
0.29%
-10.7%
Q3 2021$581,000
-3.6%
3,891
-4.8%
0.33%
-7.1%
Q2 2021$603,000
+16.0%
4,087
+10.6%
0.35%
+4.1%
Q1 2021$520,000
+107.2%
3,694
+91.0%
0.34%
+56.5%
Q4 2020$251,0001,9340.22%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
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