SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,361 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.78 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,860 | -14.2% | 2,000 | -9.0% | 0.00% | 0.0% |
| Q2 2023 | $381,970 | +15.1% | 2,197 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $331,768 | +10.8% | 2,197 | -8.7% | 0.00% | 0.0% |
| Q4 2022 | $299,527 | -6.7% | 2,407 | -11.1% | 0.00% | 0.0% |
| Q3 2022 | $321,000 | -24.3% | 2,707 | -19.0% | 0.00% | -50.0% |
| Q2 2022 | $424,000 | -14.5% | 3,342 | +7.0% | 0.00% | 0.0% |
| Q1 2022 | $496,000 | -3.7% | 3,122 | +5.2% | 0.00% | 0.0% |
| Q4 2021 | $515,000 | -16.7% | 2,967 | -28.4% | 0.00% | 0.0% |
| Q3 2021 | $618,000 | +38.6% | 4,142 | +37.1% | 0.00% | 0.0% |
| Q2 2021 | $446,000 | +15.8% | 3,022 | +4.1% | 0.00% | 0.0% |
| Q1 2021 | $385,000 | +11.3% | 2,904 | +9.0% | 0.00% | 0.0% |
| Q4 2020 | $346,000 | +3.9% | 2,663 | -6.8% | 0.00% | 0.0% |
| Q3 2020 | $333,000 | +59.3% | 2,857 | +42.4% | 0.00% | +100.0% |
| Q2 2020 | $209,000 | +43.2% | 2,007 | +10.2% | 0.00% | 0.0% |
| Q1 2020 | $146,000 | +147.5% | 1,821 | +181.9% | 0.00% | – |
| Q4 2019 | $59,000 | +13.5% | 646 | 0.0% | 0.00% | – |
| Q3 2019 | $52,000 | +4.0% | 646 | 0.0% | 0.00% | – |
| Q2 2019 | $50,000 | +51.5% | 646 | +44.8% | 0.00% | – |
| Q1 2019 | $33,000 | -75.6% | 446 | -79.6% | 0.00% | -100.0% |
| Q4 2018 | $135,000 | -15.6% | 2,181 | +2.2% | 0.00% | 0.0% |
| Q3 2018 | $160,000 | +8.1% | 2,135 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $148,000 | +6.5% | 2,135 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $139,000 | +36.3% | 2,135 | +33.0% | 0.00% | 0.0% |
| Q4 2017 | $102,000 | +920.0% | 1,605 | +772.3% | 0.00% | – |
| Q3 2017 | $10,000 | -44.4% | 184 | -46.5% | 0.00% | – |
| Q2 2017 | $18,000 | +100.0% | 344 | +87.0% | 0.00% | – |
| Q1 2017 | $9,000 | +12.5% | 184 | 0.0% | 0.00% | – |
| Q4 2016 | $8,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q3 2016 | $8,000 | +14.3% | 184 | 0.0% | 0.00% | – |
| Q2 2016 | $7,000 | -12.5% | 184 | 0.0% | 0.00% | – |
| Q1 2016 | $8,000 | +14.3% | 184 | 0.0% | 0.00% | – |
| Q4 2015 | $7,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q3 2015 | $7,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q2 2015 | $7,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q1 2015 | $7,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q4 2014 | $7,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q3 2014 | $7,000 | 0.0% | 184 | 0.0% | 0.00% | – |
| Q2 2014 | $7,000 | -84.8% | 184 | -85.6% | 0.00% | – |
| Q1 2014 | $46,000 | +666.7% | 1,276 | +593.5% | 0.00% | – |
| Q4 2013 | $6,000 | – | 184 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGF Investments LLC | 1,605,606 | $279,167,000 | 23.49% |
| Mendel Capital Management LLC | 106,854 | $18,579,000 | 17.06% |
| McElhenny Sheffield Capital Management, LLC | 206,563 | $35,915,000 | 13.47% |
| WestEnd Advisors, LLC | 2,631,269 | $457,498,810,000 | 12.45% |
| 5th Street Advisors, LLC | 75,131 | $13,063,000 | 12.39% |
| Biltmore Wealth Management, LLC | 153,124 | $26,624,000 | 10.02% |
| Conservest Capital Advisors, Inc. | 535,749 | $93,151,000 | 9.98% |
| Vickerman Investment Advisors, Inc. | 140,548 | $24,437,000 | 9.86% |
| Leicht Financial Planning & Wealth Management, Inc. | 99,279 | $17,262,000 | 9.85% |
| Capitol Family Office, Inc. | 81,212 | $14,120,000 | 9.69% |