Rockbridge Investment Management, LCC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,361 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.78 and the average weighting 0.8%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$249,000
+429.8%
1,432
+350.3%
0.04%
+362.5%
Q3 2021$47,0000.0%3180.0%0.01%0.0%
Q2 2021$47,000
+11.9%
3180.0%0.01%0.0%
Q1 2021$42,000
-46.8%
318
-47.9%
0.01%
-50.0%
Q4 2020$79,000
+11.3%
6100.0%0.02%
-5.9%
Q3 2020$71,000
+7.6%
610
-3.9%
0.02%0.0%
Q2 2020$66,0006350.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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