SOA Wealth Advisors, LLC. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$387,956
-7.5%
2,367
-1.9%
0.10%
-2.0%
Q2 2023$419,361
+15.3%
2,412
+0.2%
0.10%
+8.9%
Q1 2023$363,677
+21.4%
2,408
+0.0%
0.09%
+11.1%
Q4 2022$299,569
+5.1%
2,407
+0.2%
0.08%
-5.8%
Q3 2022$285,000
+21.3%
2,402
+29.7%
0.09%
+24.6%
Q2 2022$235,000
-5.6%
1,852
+18.2%
0.07%
+13.1%
Q1 2022$249,000
+47.3%
1,567
+61.4%
0.06%
+48.8%
Q4 2021$169,000
+16.6%
9710.0%0.04%
+10.8%
Q3 2021$145,000
+1.4%
971
+0.1%
0.04%0.0%
Q2 2021$143,000
+55.4%
970
+38.8%
0.04%
+42.3%
Q1 2021$92,000
-3.2%
6990.0%0.03%0.0%
Q4 2020$95,0006990.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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