SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,926 | -8.6% | 1,793 | -3.1% | 0.02% | -4.8% |
| Q2 2023 | $321,641 | +11.2% | 1,850 | -3.4% | 0.02% | 0.0% |
| Q1 2023 | $289,184 | +118905.8% | 1,915 | -1.8% | 0.02% | +23.5% |
| Q4 2022 | $243 | -99.9% | 1,950 | +2.6% | 0.02% | 0.0% |
| Q3 2022 | $226,000 | -8.9% | 1,900 | -2.6% | 0.02% | -5.6% |
| Q2 2022 | $248,000 | -14.2% | 1,950 | +7.2% | 0.02% | +5.9% |
| Q1 2022 | $289,000 | -7.4% | 1,819 | +1.5% | 0.02% | -5.6% |
| Q4 2021 | $312,000 | +18.2% | 1,792 | +1.2% | 0.02% | +12.5% |
| Q3 2021 | $264,000 | -1.9% | 1,770 | -2.7% | 0.02% | 0.0% |
| Q2 2021 | $269,000 | +11.2% | 1,820 | 0.0% | 0.02% | +6.7% |
| Q1 2021 | $242,000 | +2.1% | 1,820 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $237,000 | +13.4% | 1,820 | +1.7% | 0.02% | 0.0% |
| Q3 2020 | $209,000 | +231.7% | 1,790 | +11.5% | 0.02% | +200.0% |
| Q3 2015 | $63,000 | -1.6% | 1,605 | +4.2% | 0.01% | 0.0% |
| Q2 2015 | $64,000 | – | 1,541 | – | 0.01% | – |
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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% |