Accurate Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,553 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.74 and the average weighting 0.7%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$680,977
-92.5%
4,019
-92.2%
0.21%
-92.5%
Q2 2023$9,124,676
+13.6%
51,848
-3.8%
2.85%
+2.7%
Q1 2023$8,033,862
+1544.9%
53,922
+1301.7%
2.77%
+1438.9%
Q4 2022$488,419
-20.6%
3,847
-25.0%
0.18%
-29.7%
Q3 2022$615,000
-14.5%
5,128
-6.3%
0.26%
-34.5%
Q2 2022$719,000
-15.0%
5,473
+2.8%
0.39%
+3.2%
Q1 2022$846,000
-91.2%
5,325
-90.3%
0.38%
-95.2%
Q4 2021$9,665,000
+23.0%
55,167
+22.6%
7.90%
+15.5%
Q3 2021$7,856,000
+932.3%
44,984
+772.8%
6.84%
+922.3%
Q2 2021$761,0005,1540.67%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
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