LYNCH & ASSOCIATES/IN - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 529 filers reported holding SELECT SECTOR SPDR TR in Q2 2018. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
LYNCH & ASSOCIATES/IN ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2023$301,229
+4.7%
4,1820.0%0.07%
-3.9%
Q3 2023$287,763
-7.2%
4,1820.0%0.08%
-3.8%
Q2 2023$310,179
-1.7%
4,182
-1.0%
0.08%
-4.8%
Q1 2023$315,575
+0.8%
4,224
+0.6%
0.08%
+1.2%
Q4 2022$313,110
+11.8%
4,2000.0%0.08%0.0%
Q3 2022$280,000
-7.6%
4,2000.0%0.08%0.0%
Q2 2022$303,000
-5.6%
4,200
-0.6%
0.08%
+5.1%
Q1 2022$321,000
-1.5%
4,2250.0%0.08%
+1.3%
Q4 2021$326,000
+12.0%
4,2250.0%0.08%
+2.7%
Q3 2021$291,000
-1.7%
4,2250.0%0.08%
-1.3%
Q2 2021$296,000
+2.4%
4,2250.0%0.08%
-2.6%
Q1 2021$289,000
+1.4%
4,2250.0%0.08%0.0%
Q4 2020$285,000
+5.2%
4,2250.0%0.08%
-3.7%
Q3 2020$271,000
+9.3%
4,2250.0%0.08%
+1.2%
Q2 2020$248,000
+7.8%
4,2250.0%0.08%
-5.9%
Q1 2020$230,000
-13.5%
4,2250.0%0.08%
+11.8%
Q4 2019$266,000
+2.7%
4,2250.0%0.08%
-3.8%
Q3 2019$259,000
+5.7%
4,2250.0%0.08%
-1.2%
Q2 2019$245,000
+3.4%
4,2250.0%0.08%
+1.3%
Q1 2019$237,000
+8.7%
4,225
-1.7%
0.08%
-2.5%
Q4 2018$218,000
-6.0%
4,3000.0%0.08%
+3.8%
Q3 2018$232,000
+4.5%
4,3000.0%0.08%
-2.5%
Q2 2018$222,000
-6.7%
4,300
-5.0%
0.08%
-12.1%
Q1 2018$238,000
-2.9%
4,525
+5.2%
0.09%
-1.1%
Q4 2017$245,000
+5.6%
4,3000.0%0.09%0.0%
Q3 2017$232,000
-1.7%
4,3000.0%0.09%
-1.1%
Q2 2017$236,000
-3.7%
4,300
-4.4%
0.09%
-7.0%
Q1 2017$245,000
+10.4%
4,496
+4.6%
0.10%
+7.5%
Q4 2016$222,000
-8.3%
4,300
-5.5%
0.09%
-12.3%
Q3 2016$242,000
+2.1%
4,550
+5.8%
0.11%0.0%
Q2 2016$237,000
+3.9%
4,3000.0%0.11%
-1.9%
Q1 2016$228,000
-3.4%
4,300
-8.0%
0.11%
-10.7%
Q4 2015$236,000
+6.8%
4,6750.0%0.12%
-0.8%
Q3 2015$221,000
-0.9%
4,6750.0%0.12%
+5.2%
Q2 2015$223,000
-2.2%
4,6750.0%0.12%
-3.3%
Q1 2015$228,000
-42.4%
4,675
-42.7%
0.12%
-43.7%
Q4 2014$396,000
-1.2%
8,160
-8.2%
0.21%
-5.3%
Q3 2014$401,000
+4.4%
8,885
+3.3%
0.22%
+2.7%
Q2 2014$384,000
+9.7%
8,600
+5.8%
0.22%
+6.3%
Q1 2014$350,000
-3.6%
8,125
-3.9%
0.21%
-5.1%
Q4 2013$363,000
+7.7%
8,4550.0%0.22%
-3.6%
Q3 2013$337,000
+17.4%
8,455
+17.0%
0.22%
+13.6%
Q2 2013$287,0007,2250.20%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2018
NameSharesValueWeighting ↓
WFA Asset Management Corp 332,708$22,893,64213.68%
Valence8 US LP 243,743$16,771,95610.61%
CVS HEALTH Corp 281,400$19,363,13410.35%
WestEnd Advisors, LLC 3,181,757$218,936,6826.58%
Granite Bay Wealth Management, LLC 8,919,693$652,8226.41%
Client First Capital LLC 118,618$8,162,0895.91%
Conservest Capital Advisors, Inc. 685,607$47,176,6095.69%
Spectrum Wealth Advisory Group, LLC 59,167$4,071,2895.63%
Quantitative Investment Management, LLC 509,466$35,0565.39%
Biltmore Wealth Management, LLC 156,718$10,783,7495.21%
View complete list of SELECT SECTOR SPDR TR shareholders