Investmark Advisory Group 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
Investmark Advisory Group LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$586,154
-5.5%
3,576
+0.2%
0.40%
-4.1%
Q2 2023$620,385
+15.4%
3,568
+0.2%
0.41%
+4.8%
Q1 2023$537,744
+20.3%
3,561
-0.9%
0.40%
+19.3%
Q4 2022$447,183
+4.5%
3,594
-0.2%
0.33%
-13.8%
Q3 2022$428,000
-6.3%
3,603
+0.2%
0.38%
-15.0%
Q2 2022$457,000
-19.8%
3,595
+0.3%
0.45%
-23.1%
Q1 2022$570,000
-9.2%
3,586
-0.8%
0.59%
+0.2%
Q4 2021$628,0003,6140.59%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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