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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $855,259 | -5.8% | 5,217 | -0.1% | 0.14% | -4.9% |
Q2 2023 | $908,245 | +14.3% | 5,224 | -0.8% | 0.14% | +6.7% |
Q1 2023 | $794,917 | +10.0% | 5,264 | -9.4% | 0.14% | +3.8% |
Q4 2022 | $722,748 | -29.4% | 5,808 | -32.6% | 0.13% | -28.2% |
Q3 2022 | $1,024,000 | +8.2% | 8,622 | +15.9% | 0.18% | +5.2% |
Q2 2022 | $946,000 | -15.4% | 7,441 | -5.8% | 0.17% | -18.9% |
Q1 2022 | $1,118,000 | +16.8% | 7,902 | +43.6% | 0.21% | -1.4% |
Q4 2021 | $957,000 | +85.5% | 5,502 | +59.2% | 0.22% | +55.8% |
Q3 2021 | $516,000 | +4.2% | 3,456 | +3.1% | 0.14% | -10.4% |
Q2 2021 | $495,000 | +5.8% | 3,353 | +2.7% | 0.15% | -21.0% |
Q1 2021 | $468,000 | +7.3% | 3,265 | -2.7% | 0.20% | -1.5% |
Q4 2020 | $436,000 | +15.6% | 3,357 | +4.9% | 0.20% | -3.9% |
Q3 2020 | $377,000 | – | 3,201 | – | 0.21% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AGF Investments LLC | 1,605,606 | $279,167,000 | 23.49% |
Mendel Capital Management LLC | 106,854 | $18,579,000 | 17.06% |
McElhenny Sheffield Capital Management, LLC | 206,563 | $35,915,000 | 13.47% |
WestEnd Advisors, LLC | 2,631,269 | $457,498,810,000 | 12.45% |
5th Street Advisors, LLC | 75,131 | $13,063,000 | 12.39% |
Biltmore Wealth Management, LLC | 153,124 | $26,624,000 | 10.02% |
Conservest Capital Advisors, Inc. | 535,749 | $93,151,000 | 9.98% |
Vickerman Investment Advisors, Inc. | 140,548 | $24,437,000 | 9.86% |
Leicht Financial Planning & Wealth Management, Inc. | 99,279 | $17,262,000 | 9.85% |
Capitol Family Office, Inc. | 81,212 | $14,120,000 | 9.69% |