OAK HARBOR WEALTH PARTNERS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 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
OAK HARBOR WEALTH PARTNERS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$163,930
-5.7%
1,0000.0%0.06%
-1.7%
Q2 2023$173,860
+15.1%
1,0000.0%0.06%
+7.3%
Q1 2023$151,010
+21.4%
1,0000.0%0.06%
+17.0%
Q4 2022$124,440
+4.6%
1,0000.0%0.05%0.0%
Q3 2022$119,000
-6.3%
1,0000.0%0.05%
-7.8%
Q2 2022$127,000
-20.1%
1,0000.0%0.05%
-1.9%
Q1 2022$159,000
-30.0%
1,000
-23.3%
0.05%
-33.3%
Q4 2021$227,0001,3030.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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