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 ↓
J.Safra Asset Management Corp 624,772$77,74613.69%
Mendel Capital Management LLC 91,650$11,404,94211.89%
WestEnd Advisors, LLC 2,873,948$357,634,13511.70%
CHURCHILL MANAGEMENT Corp 3,576,880$445,106,97610.76%
INNEALTA CAPITAL, LLC 177,066$22,034,09310.24%
Parker Investment Management, LLC 323,428$40,2479.95%
Vickerman Investment Advisors, Inc. 171,723$21,369,2609.70%
Conservest Capital Advisors, Inc. 567,504$70,620,1538.96%
CTF Capital Management, LP 119,332$14,849,6748.77%
Biltmore Wealth Management, LLC 161,864$20,142,2988.69%
View complete list of SELECT SECTOR SPDR TR shareholders