SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,352 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.91 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,241 | -12.3% | 1,246 | -7.0% | 0.05% | -9.6% |
| Q2 2023 | $232,903 | +3.1% | 1,340 | -10.4% | 0.05% | -1.9% |
| Q1 2023 | $225,806 | -1.8% | 1,495 | -22.7% | 0.05% | -41.1% |
| Q3 2022 | $230,000 | -19.3% | 1,934 | +0.1% | 0.09% | -7.2% |
| Q2 2022 | $285,000 | -20.8% | 1,933 | -14.6% | 0.10% | -10.2% |
| Q1 2022 | $360,000 | -21.6% | 2,264 | -14.3% | 0.11% | -20.0% |
| Q4 2021 | $459,000 | +11.7% | 2,641 | +6.7% | 0.14% | +9.8% |
| Q3 2021 | $411,000 | +4.3% | 2,475 | -3.9% | 0.12% | -0.8% |
| Q2 2021 | $394,000 | +14.2% | 2,575 | +4.3% | 0.12% | +13.8% |
| Q1 2021 | $345,000 | +4.9% | 2,469 | -2.5% | 0.11% | -12.1% |
| Q4 2020 | $329,000 | – | 2,533 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thinkbetter Group LLC | 194,674 | $30,083,000 | 30.65% |
| AGF Investments LLC | 1,539,773 | $229,919,000 | 22.69% |
| WestEnd Advisors, LLC | 2,521,958 | $376,578,828,000 | 11.33% |
| Advisors Preferred, LLC | 537,338 | $81,444,000 | 11.32% |
| Lunia Capital LP | 3,000 | $448,000 | 9.97% |
| Evolution Wealth Advisors, LLC | 301,742 | $45,056,000 | 9.66% |
| Biltmore Wealth Management, LLC | 157,102 | $23,458,000 | 9.39% |
| Conservest Capital Advisors, Inc. | 546,203 | $81,559,000 | 9.19% |
| Leicht Financial Planning & Wealth Management, Inc. | 96,942 | $14,980,000 | 9.00% |
| INNEALTA CAPITAL, LLC | 105,798 | $15,798,000 | 8.85% |