Elk River Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,439 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Elk River Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,366,700
-5.7%
14,437
+0.0%
0.52%
-2.4%
Q2 2023$2,509,715
+13.5%
14,435
-1.4%
0.54%
+7.0%
Q1 2023$2,210,373
-39.3%
14,637
-50.0%
0.50%
+13.8%
Q4 2022$3,642,922
+86.6%
29,274
+78.1%
0.44%
-14.4%
Q3 2022$1,952,000
-11.9%
16,438
-5.7%
0.52%
-8.0%
Q2 2022$2,215,000
-20.0%
17,4280.0%0.56%
-7.4%
Q1 2022$2,770,000
-8.9%
17,428
-0.3%
0.60%
-12.1%
Q4 2021$3,039,000
+15.9%
17,478
-0.4%
0.69%
+3.8%
Q3 2021$2,621,000
+1.1%
17,5550.0%0.66%
-1.2%
Q2 2021$2,592,000
+4.7%
17,555
-5.8%
0.67%
-4.8%
Q1 2021$2,476,000
+2.8%
18,640
+0.6%
0.70%
-11.4%
Q4 2020$2,409,00018,5300.80%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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