Carson Advisory Inc. - 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
Carson Advisory Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$566,188
-5.6%
3,454
+0.1%
0.50%
-2.2%
Q2 2023$599,822
+8.0%
3,450
-6.2%
0.51%
+2.6%
Q1 2023$555,362
+78.9%
3,678
+47.5%
0.49%
+65.8%
Q4 2022$310,381
+7.8%
2,494
+2.9%
0.30%
-6.6%
Q3 2022$288,000
-3.4%
2,424
+3.5%
0.32%
-4.2%
Q2 2022$298,000
-19.9%
2,343
+0.2%
0.33%
-10.0%
Q1 2022$372,000
-5.6%
2,339
+3.2%
0.37%
-7.3%
Q4 2021$394,0002,2670.40%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2022
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