TWIN FOCUS CAPITAL PARTNERS, LLC - 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
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,702,191
-7.7%
68,335
-0.5%
1.06%
+2.5%
Q2 2023$5,093,620
-0.3%
68,675
+0.5%
1.03%
+1.7%
Q1 2023$5,106,984
+1.9%
68,357
+1.7%
1.01%
-3.2%
Q4 2022$5,012,034
+18.3%
67,231
+5.9%
1.05%
+2.8%
Q3 2022$4,235,000
-3.4%
63,468
+4.5%
1.02%
+3.5%
Q2 2022$4,382,000
-0.9%
60,713
+4.2%
0.98%
+14.6%
Q1 2022$4,422,000
+349.4%
58,273
+356.9%
0.86%
+336.0%
Q4 2021$984,00012,7550.20%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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