Brown Miller Wealth Management, LLC - 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
Brown Miller Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$583
-5.8%
3,557
-0.2%
0.33%
-2.4%
Q2 2023$619
-99.9%
3,563
+0.6%
0.33%
+9.2%
Q2 2022$450,000
-53.1%
3,542
-41.3%
0.31%
-44.9%
Q1 2022$959,000
-11.5%
6,036
-3.3%
0.56%
-10.5%
Q4 2021$1,084,000
+8.8%
6,240
-6.5%
0.62%
-0.8%
Q3 2021$996,000
+102.9%
6,674
+100.7%
0.62%
+99.0%
Q2 2021$491,000
-49.0%
3,325
-54.1%
0.31%
-53.8%
Q1 2021$962,000
-6.8%
7,242
-8.7%
0.68%
-12.3%
Q4 2020$1,032,0007,9350.78%
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