CAPITAL ADVISORS INC/OK - 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
CAPITAL ADVISORS INC/OK ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,816,066
+9.5%
11,078
+16.1%
0.05%
+14.3%
Q2 2023$1,658,728
+16.1%
9,541
+0.8%
0.04%
+10.5%
Q1 2023$1,428,842
+97.6%
9,462
+62.9%
0.04%
+81.0%
Q4 2022$723,049
-7.7%
5,810
-13.4%
0.02%
-12.5%
Q3 2022$783,000
-8.2%
6,707
+0.0%
0.02%
-7.7%
Q2 2022$853,000
-26.4%
6,706
-8.0%
0.03%
-18.8%
Q1 2022$1,159,000
+15.3%
7,291
+26.1%
0.03%
+18.5%
Q4 2021$1,005,000
+8.3%
5,780
-7.0%
0.03%
-3.6%
Q3 2021$928,000
+8.7%
6,213
+7.4%
0.03%
+7.7%
Q2 2021$854,000
+9.3%
5,783
-1.6%
0.03%0.0%
Q1 2021$781,000
+61.0%
5,879
+57.5%
0.03%
+52.9%
Q4 2020$485,0003,7320.02%
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