SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,352 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.91 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,124,108 | -6.4% | 25,158 | -0.7% | 0.21% | -5.0% |
| Q2 2023 | $4,404,489 | +18.0% | 25,334 | +2.5% | 0.22% | +6.9% |
| Q1 2023 | $3,733,187 | +65.7% | 24,721 | +36.5% | 0.20% | +47.8% |
| Q4 2022 | $2,253,071 | +2.1% | 18,106 | +4.3% | 0.14% | -7.4% |
| Q3 2022 | $2,207,000 | 0.0% | 17,363 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $2,207,000 | -42.7% | 17,363 | -21.6% | 0.15% | -34.9% |
| Q4 2021 | $3,852,000 | -53.7% | 22,157 | -60.2% | 0.23% | -13.6% |
| Q3 2021 | $8,313,000 | +87.9% | 55,670 | +85.8% | 0.26% | +87.9% |
| Q2 2021 | $4,425,000 | +6.9% | 29,969 | -3.8% | 0.14% | -5.4% |
| Q1 2021 | $4,138,000 | – | 31,154 | – | 0.15% | – |
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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% |