Simplicity Wealth,LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$207,909
-89.0%
1,268
-92.1%
0.12%
-95.2%
Q3 2022$1,895,000
-8.6%
15,951
-2.2%
2.54%
-15.9%
Q2 2022$2,073,000
-56.3%
16,306
-45.4%
3.03%
-34.4%
Q1 2022$4,743,000
-72.4%
29,845
-69.8%
4.61%
-50.2%
Q4 2021$17,173,00098,7709.26%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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