Forum Financial Management, LP - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,626 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,201,458
-5.5%
7,329
+0.2%
0.03%
-3.6%
Q2 2023$1,271,447
+15.5%
7,313
+0.3%
0.03%
-12.5%
Q1 2023$1,101,032
+48.6%
7,291
+22.5%
0.03%
+33.3%
Q4 2022$740,723
+18.5%
5,952
+13.2%
0.02%
-20.0%
Q3 2022$625,000
-13.0%
5,258
-6.9%
0.03%
-16.7%
Q2 2022$718,000
-20.0%
5,645
-0.0%
0.04%
-16.3%
Q1 2022$897,000
+239.8%
5,646
+271.9%
0.04%
+207.1%
Q4 2021$264,0001,5180.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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