AXXCESS WEALTH MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$6,892,208
+78.0%
42,043
+88.8%
0.24%
-16.1%
Q2 2023$3,872,303
+44.2%
22,272
+25.3%
0.28%
+37.9%
Q1 2023$2,685,108
+111.1%
17,781
+74.0%
0.20%
+93.3%
Q4 2022$1,271,860
-26.4%
10,221
-29.7%
0.10%
-35.6%
Q3 2022$1,727,000
+14.4%
14,534
+22.4%
0.16%
+17.3%
Q2 2022$1,510,000
-35.4%
11,878
-19.2%
0.14%
-23.6%
Q1 2022$2,336,000
-30.7%
14,700
-24.2%
0.18%
-26.0%
Q4 2021$3,370,00019,3880.25%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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