SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 722 filers reported holding SELECT SECTOR SPDR TR in Q3 2017. The put-call ratio across all filers is 2.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $114,260,000 | +4.2% | 6,752 | +12.6% | 5.68% | +2.0% |
| Q2 2017 | $109,611,000 | -2.4% | 5,997 | +0.2% | 5.56% | -1.0% |
| Q1 2017 | $112,270,000 | +2057.4% | 5,985 | -94.4% | 5.62% | +76.3% |
| Q4 2016 | $5,204,000 | +2.3% | 107,616 | +1.1% | 3.19% | -2.3% |
| Q3 2016 | $5,086,000 | +8.8% | 106,450 | -1.3% | 3.26% | +5.5% |
| Q2 2016 | $4,676,000 | – | 107,823 | – | 3.09% | – |
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% |