ASSET PLANNING SERVICES INC /LA/ /ADV - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,626 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
ASSET PLANNING SERVICES INC /LA/ /ADV ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$254
-5.6%
1,5500.0%0.17%
+0.6%
Q2 2023$269
+15.0%
1,5500.0%0.17%
+12.2%
Q1 2023$234
-99.9%
1,5500.0%0.15%
+5.0%
Q1 2022$246,000
-8.6%
1,5500.0%0.14%
-2.8%
Q4 2021$269,000
+16.5%
1,5500.0%0.14%
+6.6%
Q3 2021$231,000
+0.9%
1,5500.0%0.14%
+3.0%
Q2 2021$229,000
+11.2%
1,5500.0%0.13%
+6.5%
Q1 2021$206,000
-38.0%
1,550
-39.2%
0.12%
-41.8%
Q4 2020$332,0002,5500.21%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
AGF Investments LLC 1,605,606$279,167,00023.49%
Mendel Capital Management LLC 106,854$18,579,00017.06%
McElhenny Sheffield Capital Management, LLC 206,563$35,915,00013.47%
WestEnd Advisors, LLC 2,631,269$457,498,810,00012.45%
5th Street Advisors, LLC 75,131$13,063,00012.39%
Biltmore Wealth Management, LLC 153,124$26,624,00010.02%
Conservest Capital Advisors, Inc. 535,749$93,151,0009.98%
Vickerman Investment Advisors, Inc. 140,548$24,437,0009.86%
Leicht Financial Planning & Wealth Management, Inc. 99,279$17,262,0009.85%
Capitol Family Office, Inc. 81,212$14,120,0009.69%
View complete list of SELECT SECTOR SPDR TR shareholders