Stonegate Investment Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.

Quarter-by-quarter ownership
Stonegate Investment Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$355,892
-8.4%
2,171
-2.9%
0.01%
-7.1%
Q2 2023$388,577
+15.1%
2,2350.0%0.01%
+7.7%
Q1 2023$337,507
+21.4%
2,2350.0%0.01%
+8.3%
Q4 2022$278,123
-14.4%
2,235
-18.3%
0.01%
-20.0%
Q3 2022$325,000
-26.6%
2,735
-21.5%
0.02%
-21.1%
Q2 2022$443,000
+24.8%
3,485
+55.9%
0.02%
+58.3%
Q1 2022$355,000
-8.7%
2,2350.0%0.01%
-25.0%
Q4 2021$389,0002,2350.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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