SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,576,393 | -5.4% | 9,616 | -8.3% | 0.51% | +24.6% |
Q1 2022 | $1,667,000 | -12.6% | 10,488 | -4.4% | 0.41% | -7.8% |
Q4 2021 | $1,907,000 | +12.7% | 10,966 | -3.2% | 0.45% | +9.9% |
Q3 2021 | $1,692,000 | +0.2% | 11,329 | -0.9% | 0.41% | +0.7% |
Q2 2021 | $1,688,000 | +17.3% | 11,430 | +5.5% | 0.40% | +10.4% |
Q1 2021 | $1,439,000 | – | 10,836 | – | 0.36% | – |
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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% |