PCG Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 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
PCG Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$460,825
-16.6%
2,811
-11.6%
0.30%
-12.0%
Q2 2023$552,723
-55.3%
3,179
-61.2%
0.34%
-56.1%
Q1 2023$1,236,619
+46.0%
8,189
+20.3%
0.78%
+45.7%
Q4 2022$846,824
-67.4%
6,805
-68.6%
0.54%
-42.2%
Q3 2022$2,601,000
+82.5%
21,662
+93.2%
0.93%
-8.8%
Q2 2022$1,425,000
-29.1%
11,212
-11.3%
1.02%
-20.4%
Q1 2022$2,010,000
-36.2%
12,646
-30.3%
1.28%
-41.7%
Q4 2021$3,152,00018,1512.19%
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