Wescott Financial Advisory Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,675 filers reported holding SELECT SECTOR SPDR TR in Q2 2023. The put-call ratio across all filers is 1.73 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$468,709
-5.5%
2,859
+0.2%
0.09%
-2.3%
Q2 2023$496,063
+15.4%
2,853
+0.2%
0.09%
-5.4%
Q1 2023$429,968
+22.9%
2,847
+1.3%
0.09%
+24.0%
Q4 2022$349,849
+5.1%
2,811
+0.3%
0.08%
-19.4%
Q3 2022$333,000
-5.7%
2,803
+1.0%
0.09%
-3.1%
Q2 2022$353,000
-19.8%
2,774
+0.3%
0.10%
-15.0%
Q1 2022$440,0002,7670.11%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2023
NameSharesValueWeighting ↓
Hillswick Asset Management, LLC 610,310$25,236,00021.97%
Virtus Investment Advisers, Inc. 762,577$31,533,00016.65%
Spruce Investment Advisors LLC 1,119,045$46,272,00012.62%
Strategic Point Investment Advisors, LLC 712,197$29,447,00012.59%
PROVIDA PENSION FUND ADMINISTRATOR 13,710,283$573,227,00011.63%
Avidian Wealth Solutions, LLC 631,813$26,126,00010.76%
BARING ASSET MANAGEMENT Ltd 3,884,042$160,605,00010.21%
CUMBERLAND ADVISORS INC 370,805$15,333,0008.92%
SWARTHMORE GROUP INC 2,331,850$96,422,0008.75%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 4,828,561$199,661,0008.51%
View complete list of SELECT SECTOR SPDR TR shareholders