Roberts Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,553 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
Roberts Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,039,470
-7.5%
17,853
-5.6%
1.34%
-7.5%
Q2 2023$3,286,823
+13.2%
18,905
-2.4%
1.44%
+8.5%
Q1 2023$2,903,888
+22.5%
19,367
+0.7%
1.33%
+16.4%
Q4 2022$2,370,413
+7.8%
19,231
+10.2%
1.14%
+5.8%
Q3 2022$2,199,000
-2.9%
17,457
+2.4%
1.08%
+9.5%
Q2 2022$2,265,000
-13.6%
17,045
+3.0%
0.99%
-3.9%
Q1 2022$2,621,000
-9.1%
16,543
+0.7%
1.03%
-1.2%
Q4 2021$2,884,000
+20.1%
16,432
+2.2%
1.04%
+9.4%
Q3 2021$2,401,00016,0790.95%
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