Lee Financial Group Hawaii, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lee Financial Group Hawaii, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2020$1,126,000
+32.8%
8,660
+19.2%
0.95%
+34.8%
Q3 2020$848,000
-85.7%
7,267
-87.2%
0.70%
-86.2%
Q2 2020$5,947,000
+29.6%
56,912
-0.4%
5.12%
-2.8%
Q1 2020$4,590,000
-13.7%
57,112
-1.5%
5.26%
+25.5%
Q4 2019$5,316,000
+97.4%
57,991
+73.4%
4.20%
+74.6%
Q3 2019$2,693,000
-42.1%
33,442
-43.9%
2.40%
-39.6%
Q2 2019$4,653,000
+1358.6%
59,626
+1282.2%
3.98%
+1238.7%
Q1 2019$319,0004,3140.30%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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