Compass Wealth Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,498 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
Compass Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2023$569,741
+13.0%
2,960
-3.7%
0.16%
+0.6%
Q3 2023$504,085
-5.7%
3,0750.0%0.16%
-2.5%
Q2 2023$534,620
+13.3%
3,075
-1.6%
0.16%
+8.0%
Q1 2023$471,907
+21.4%
3,1250.0%0.15%
+18.1%
Q4 2022$388,8753,1250.13%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
NameSharesValueWeighting ↓
Hillswick Asset Management, LLC 610,310$25,236,00021.97%
Virtus Investment Advisers, Inc. 762,577$31,533,00016.65%
Spruce Investment Advisors LLC 1,119,045$46,272,00012.62%
Strategic Point Investment Advisors, LLC 712,197$29,447,00012.59%
PROVIDA PENSION FUND ADMINISTRATOR 13,710,283$573,227,00011.63%
Avidian Wealth Solutions, LLC 631,813$26,126,00010.76%
BARING ASSET MANAGEMENT Ltd 3,884,042$160,605,00010.21%
CUMBERLAND ADVISORS INC 370,805$15,333,0008.92%
SWARTHMORE GROUP INC 2,331,850$96,422,0008.75%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 4,828,561$199,661,0008.51%
View complete list of SELECT SECTOR SPDR TR shareholders