Source Financial Advisors LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,498 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,294,159
-19.0%
7,895
-14.1%
0.44%
-16.6%
Q2 2023$1,597,157
+8.2%
9,186
-6.0%
0.52%
+5.9%
Q1 2023$1,476,021
+18.1%
9,774
-2.7%
0.50%
+5.3%
Q4 2022$1,249,652
+3.4%
10,042
-1.4%
0.47%
-1.9%
Q3 2022$1,209,000
-15.3%
10,181
-9.3%
0.48%
-14.5%
Q2 2022$1,428,000
-22.1%
11,231
-2.6%
0.56%
+3.7%
Q1 2022$1,833,000
-14.0%
11,534
-5.9%
0.54%
-6.1%
Q4 2021$2,131,000
+16.6%
12,256
+0.2%
0.58%
+21.3%
Q3 2021$1,827,000
-1.5%
12,237
-2.6%
0.47%
-0.6%
Q2 2021$1,854,000
+11.1%
12,558
-0.1%
0.48%
+7.2%
Q1 2021$1,669,000
+2.5%
12,565
+0.4%
0.44%
+1.1%
Q4 2020$1,628,00012,5180.44%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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