Phillips Wealth Planners 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
Phillips Wealth Planners LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,267,543
-7.3%
7,601
-3.4%
1.72%
-4.3%
Q2 2023$1,367,757
-2.6%
7,867
-15.4%
1.79%
-3.3%
Q1 2023$1,403,858
+6.0%
9,302
+0.3%
1.86%
-19.8%
Q4 2022$1,324,7059,2762.31%
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