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 ↓
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