Badgley Phelps Wealth Managers, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,626 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Badgley Phelps Wealth Managers, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$902,455
-10.9%
5,505
-5.5%
0.03%
-6.1%
Q2 2023$1,012,930
+44.9%
5,826
+25.9%
0.03%
+26.9%
Q1 2023$699,044
+0.7%
4,629
-17.0%
0.03%
-7.1%
Q4 2022$694,018
-5.8%
5,577
-10.1%
0.03%
-12.5%
Q3 2022$737,000
+16.6%
6,207
+24.8%
0.03%
+23.1%
Q2 2022$632,000
-1.4%
4,974
+23.2%
0.03%
+18.2%
Q1 2022$641,000
-9.5%
4,036
-0.9%
0.02%
-4.3%
Q4 2021$708,000
+16.4%
4,0710.0%0.02%
+4.5%
Q3 2021$608,0004,0710.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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