Collaborative Wealth Managment Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$695,426
-16.9%
4,242
-11.9%
0.42%
-16.7%
Q2 2023$836,889
+3.3%
4,814
-10.3%
0.50%
-2.5%
Q1 2023$810,462
-48.1%
5,367
-57.2%
0.51%
-50.2%
Q4 2022$1,560,741
-7.3%
12,542
-11.5%
1.03%
-13.9%
Q3 2022$1,684,000
-12.7%
14,178
-6.6%
1.19%
-5.9%
Q2 2022$1,930,000
-29.4%
15,180
-3.4%
1.27%
-15.4%
Q4 2021$2,732,000
+10.7%
15,714
+1.2%
1.50%
+5.3%
Q1 2021$2,467,00015,5221.42%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 334,147$54,776,71814.91%
J.Safra Asset Management Corp 585,610$95,999,04713.99%
TIFF ADVISORY SERVICES, LLC 94,475$15,487,28712.80%
Sequent Asset Management, LLC 70,981$11,635,91612.76%
Ciovacco Capital Management LLC 93,644$15,35112.73%
CHURCHILL MANAGEMENT Corp 4,408,631$722,706,88512.22%
Parker Investment Management, LLC 334,270$54,796,92911.83%
Mendel Capital Management LLC 86,397$14,163,12811.63%
WestEnd Advisors, LLC 2,343,405$384,154,49111.55%
Wall Capital Group, Inc. 47,157$8,067,66711.46%
View complete list of SELECT SECTOR SPDR TR shareholders