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 1,553 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.74 and the average weighting 0.7%.

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 Q1 2023
NameSharesValueWeighting ↓
Thinkbetter Group LLC 194,674$30,083,00030.65%
AGF Investments LLC 1,539,773$229,919,00022.69%
WestEnd Advisors, LLC 2,521,958$376,578,828,00011.33%
Advisors Preferred, LLC 537,338$81,444,00011.32%
Lunia Capital LP 3,000$448,0009.97%
Evolution Wealth Advisors, LLC 301,742$45,056,0009.66%
Biltmore Wealth Management, LLC 157,102$23,458,0009.39%
Conservest Capital Advisors, Inc. 546,203$81,559,0009.19%
Leicht Financial Planning & Wealth Management, Inc. 96,942$14,980,0009.00%
INNEALTA CAPITAL, LLC 105,798$15,798,0008.85%
View complete list of SELECT SECTOR SPDR TR shareholders