Valmark Advisers, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 861 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.13 and the average weighting 0.4%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$606,767
-12.8%
8,818
-6.0%
0.01%
-7.1%
Q2 2023$695,859
-85.5%
9,382
-85.4%
0.01%
-86.5%
Q1 2023$4,815,462
+5.1%
64,455
+4.8%
0.10%
-1.9%
Q4 2022$4,583,409
+17.6%
61,481
+5.2%
0.11%
+35.9%
Q3 2022$3,899,000
-2.0%
58,434
+6.0%
0.08%
+1.3%
Q2 2022$3,978,000
-2.2%
55,110
+2.8%
0.08%
+6.9%
Q1 2022$4,069,000
+8.4%
53,612
+10.2%
0.07%
+10.8%
Q4 2021$3,753,000
+12.5%
48,668
+0.4%
0.06%
+6.6%
Q3 2021$3,336,000
-1.2%
48,463
+0.4%
0.06%
-1.6%
Q2 2021$3,376,000
+1.6%
48,252
-0.8%
0.06%
-3.1%
Q1 2021$3,324,000
+2.4%
48,656
+1.1%
0.06%
-3.0%
Q4 2020$3,247,000
+6.9%
48,145
+1.6%
0.07%
-4.3%
Q3 2020$3,036,000
+12.9%
47,367
+3.3%
0.07%
+9.5%
Q2 2020$2,688,000
+6.6%
45,839
-1.0%
0.06%
-4.5%
Q1 2020$2,521,000
+0.2%
46,281
+15.9%
0.07%
+20.0%
Q4 2019$2,516,000
+21.1%
39,947
+18.1%
0.06%
+19.6%
Q3 2019$2,077,000
+14.8%
33,817
+8.5%
0.05%
+15.0%
Q2 2019$1,809,000
+43.5%
31,157
+38.7%
0.04%
+42.9%
Q1 2019$1,261,000
+41.7%
22,468
+28.2%
0.03%
+33.3%
Q4 2018$890,000
+122.5%
17,530
+136.6%
0.02%
+133.3%
Q3 2018$400,000
+61.3%
7,409
+53.9%
0.01%
+80.0%
Q2 2018$248,000
-17.6%
4,815
-15.8%
0.01%
-28.6%
Q1 2018$301,000
-13.0%
5,720
-6.0%
0.01%0.0%
Q4 2017$346,0006,0870.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 7,872,387$530,993,00011.02%
Chicago Wealth Management, Inc. 163,101$11,001,00010.18%
Wechter Feldman Wealth Management, Inc. 198,264$13,373,0009.89%
J.Safra Asset Management Corp 254,732$17,182,0008.91%
AGF Investments LLC 972,305$65,582,0007.79%
Beaumont Capital Management, LLC 100,087$6,751,0006.75%
Smart Portfolios, LLC 95,058$6,411,0006.01%
FIFTH THIRD SECURITIES, INC. 182,576$12,315,0005.80%
Rothschild Capital Partners, LLC 237,709$16,033,0005.74%
Florin Court Capital LLP 165,200$11,143,0005.63%
View complete list of SELECT SECTOR SPDR TR shareholders