Kellett Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,895 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is 1.85 and the average weighting 0.8%.

Quarter-by-quarter ownership
Kellett Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$812,847
-93.2%
3,593
-93.8%
0.66%
-92.1%
Q1 2024$11,973,270
+15.5%
57,489
+6.7%
8.29%
+7.5%
Q4 2023$10,368,782
+596.8%
53,869
+493.5%
7.72%
+505.1%
Q3 2023$1,488,055
+570.6%
9,077
+611.4%
1.28%
+531.2%
Q2 2023$221,9091,2760.20%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
J.Safra Asset Management Corp 624,772$77,74613.69%
Mendel Capital Management LLC 91,650$11,404,94211.89%
WestEnd Advisors, LLC 2,873,948$357,634,13511.70%
CHURCHILL MANAGEMENT Corp 3,576,880$445,106,97610.76%
INNEALTA CAPITAL, LLC 177,066$22,034,09310.24%
Parker Investment Management, LLC 323,428$40,2479.95%
Vickerman Investment Advisors, Inc. 171,723$21,369,2609.70%
Conservest Capital Advisors, Inc. 567,504$70,620,1538.96%
Watchtower Advisors, LP 119,332$14,849,6748.77%
Biltmore Wealth Management, LLC 161,864$20,142,2988.69%
View complete list of SELECT SECTOR SPDR TR shareholders