SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,232 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,374,717 | -4.3% | 8,386 | +1.5% | 0.11% | +3.6% |
| Q2 2023 | $1,437,127 | +15.1% | 8,266 | 0.0% | 0.11% | +12.2% |
| Q1 2023 | $1,248,249 | +21.4% | 8,266 | 0.0% | 0.10% | +21.0% |
| Q4 2022 | $1,028,621 | +4.7% | 8,266 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $982,000 | -6.6% | 8,266 | 0.0% | 0.08% | +5.1% |
| Q2 2022 | $1,051,000 | -19.6% | 8,266 | +0.5% | 0.08% | -7.1% |
| Q1 2022 | $1,307,000 | -8.6% | 8,226 | 0.0% | 0.08% | -4.5% |
| Q4 2021 | $1,430,000 | +148.7% | 8,226 | +86.1% | 0.09% | +104.7% |
| Q4 2020 | $575,000 | -22.9% | 4,420 | -30.9% | 0.04% | -32.8% |
| Q3 2020 | $746,000 | +25.2% | 6,394 | +12.2% | 0.06% | +16.4% |
| Q2 2020 | $596,000 | – | 5,700 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thinkbetter Group LLC | 194,674 | $30,083,000 | 30.65% |
| AGF Investments LLC | 1,539,773 | $229,919,000 | 22.69% |
| WestEnd Advisors, LLC | 2,521,958 | $376,578,828,000 | 11.33% |
| Advisors Preferred, LLC | 537,338 | $81,444,000 | 11.32% |
| Lunia Capital LP | 3,000 | $448,000 | 9.97% |
| Evolution Wealth Advisors, LLC | 301,742 | $45,056,000 | 9.66% |
| Biltmore Wealth Management, LLC | 157,102 | $23,458,000 | 9.39% |
| Conservest Capital Advisors, Inc. | 546,203 | $81,559,000 | 9.19% |
| Leicht Financial Planning & Wealth Management, Inc. | 96,942 | $14,980,000 | 9.00% |
| INNEALTA CAPITAL, LLC | 105,798 | $15,798,000 | 8.85% |