Avalon Investment & Advisory - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2022$205,000
-13.9%
2,705
-12.4%
0.01%
-16.7%
Q4 2021$238,000
+11.7%
3,0870.0%0.01%
+20.0%
Q3 2021$213,000
-1.4%
3,0870.0%0.01%0.0%
Q2 2021$216,000
+2.4%
3,0870.0%0.01%0.0%
Q1 2021$211,000
-91.0%
3,087
-91.1%
0.01%
-89.6%
Q4 2020$2,342,000
+959.7%
34,729
+727.3%
0.05%
+585.7%
Q1 2018$221,000
-1.8%
4,198
+6.3%
0.01%0.0%
Q4 2017$225,000
+0.4%
3,951
-4.7%
0.01%0.0%
Q3 2017$224,000
-16.1%
4,145
-14.7%
0.01%
-22.2%
Q2 2017$267,000
-2.2%
4,861
-2.8%
0.01%0.0%
Q1 2017$273,000
-15.7%
5,000
-20.1%
0.01%
-25.0%
Q4 2016$324,000
-54.6%
6,260
-53.4%
0.01%
-55.6%
Q3 2016$714,000
-37.8%
13,423
-35.5%
0.03%
-38.6%
Q2 2016$1,148,000
+43.0%
20,808
+37.5%
0.04%
+25.7%
Q1 2016$803,000
+5.4%
15,134
+0.2%
0.04%
+6.1%
Q4 2015$762,000
+7.3%
15,097
+0.4%
0.03%
+6.5%
Q3 2015$710,000
-53.1%
15,036
-52.7%
0.03%
-52.3%
Q2 2015$1,513,000
-59.2%
31,786
-58.2%
0.06%
-59.9%
Q1 2015$3,704,000
+13.4%
76,004
+12.9%
0.16%
+8.7%
Q4 2014$3,266,000
+11.2%
67,348
+3.5%
0.15%
+0.7%
Q3 2014$2,936,000
+1.3%
65,078
+0.2%
0.15%
+1.4%
Q2 2014$2,897,000
+3.1%
64,921
-0.5%
0.15%
-5.8%
Q1 2014$2,810,000
+0.5%
65,251
+0.3%
0.16%
-0.6%
Q4 2013$2,797,000
+96.4%
65,074
+81.9%
0.16%
+69.6%
Q3 2013$1,424,000
+1.9%
35,770
+1.5%
0.09%
+10.8%
Q2 2013$1,398,00035,2470.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 82,241$4,480,00010.94%
SEARCY FINANCIAL SERVICES INC /ADV 136,762$7,449,00010.57%
Chicago Wealth Management, Inc. 146,796$7,996,0009.45%
SWARTHMORE GROUP INC 23,450$1,277,0006.76%
JANICZEK WEALTH MANAGEMENT, LLC 219,956$11,981,0006.75%
Private Wealth Advisors, LLC 142,418$7,758,0006.36%
Capital Advantage, Inc. 262,606$15,888,0006.21%
Conservest Capital Advisors, Inc. 631,878$34,418,0005.70%
SL ADVISORS, LLC 23,921$1,303,0005.67%
Danda Trouve Investment Management, Inc. 49,362$2,689,0005.58%
View complete list of SELECT SECTOR SPDR TR shareholders