Perfromance Wealth Partners, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,439 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Perfromance Wealth Partners, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$289,305
-4.9%
1,7650.0%0.01%0.0%
Q2 2023$304,288
+14.2%
1,7650.0%0.01%0.0%
Q1 2023$266,504
+21.4%
1,7650.0%0.01%
+7.7%
Q4 2022$219,613
+1.2%
1,765
-3.6%
0.01%0.0%
Q3 2022$217,000
-6.9%
1,8300.0%0.01%0.0%
Q2 2022$233,000
-19.9%
1,8300.0%0.01%0.0%
Q1 2022$291,000
+27.1%
1,830
+39.2%
0.01%
+44.4%
Q4 2021$229,0001,3150.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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