Cadence 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
Cadence Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$232,564
+6.4%
1,419
+12.9%
0.19%
-9.0%
Q2 2023$218,621
-17.3%
1,257
-40.8%
0.21%
-6.6%
Q4 2022$264,437
-40.4%
2,125
-43.2%
0.23%
-45.6%
Q3 2022$444,000
-11.0%
3,738
-4.8%
0.42%
-19.3%
Q2 2022$499,000
-28.7%
3,927
-10.9%
0.52%
-3.7%
Q1 2022$700,000
-23.7%
4,407
-16.4%
0.54%
-46.6%
Q4 2021$917,000
+11.2%
5,272
-4.6%
1.01%
+7.8%
Q3 2021$825,000
+12.7%
5,527
+11.5%
0.93%
+51.0%
Q2 2021$732,000
+12.3%
4,956
+0.9%
0.62%
+4.9%
Q1 2021$652,0004,9110.59%
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