Plante Moran Financial Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 751 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$35,162
-7.2%
5110.0%0.00%0.0%
Q2 2023$37,901
-0.7%
5110.0%0.00%
-20.0%
Q1 2023$38,177
-33.1%
511
-33.2%
0.01%
-37.5%
Q4 2022$57,031
+14.1%
765
+1.2%
0.01%
-11.1%
Q3 2022$50,000
-9.1%
7560.0%0.01%0.0%
Q2 2022$55,000
-32.1%
756
-29.4%
0.01%
-40.0%
Q1 2022$81,000
+39.7%
1,071
+41.7%
0.02%
+66.7%
Q4 2021$58,000
-33.3%
756
-40.1%
0.01%
-52.6%
Q3 2021$87,000
+64.2%
1,262
+66.9%
0.02%
+46.2%
Q2 2021$53,000
-37.6%
756
-39.0%
0.01%
-43.5%
Q1 2021$85,000
-14.1%
1,240
-15.1%
0.02%
-25.8%
Q4 2020$99,000
+153.8%
1,461
+137.2%
0.03%
+121.4%
Q3 2020$39,000
+8.3%
6160.0%0.01%0.0%
Q2 2020$36,000
+5.9%
6160.0%0.01%
-12.5%
Q1 2020$34,000
-12.8%
6160.0%0.02%
+14.3%
Q4 2019$39,000
-97.3%
616
-97.4%
0.01%
-96.7%
Q3 2019$1,471,000
+5.8%
23,9460.0%0.43%
+0.2%
Q2 2019$1,391,000
+2.7%
23,946
-0.9%
0.43%
+1.9%
Q1 2019$1,355,000
+11.5%
24,157
+0.9%
0.42%
-0.7%
Q4 2018$1,215,000
-9.5%
23,935
-3.8%
0.42%
-3.2%
Q3 2018$1,342,000
-7.9%
24,888
-12.0%
0.44%
-41.0%
Q2 2018$1,457,000
+1555.7%
28,273
+1595.0%
0.74%
+1439.6%
Q1 2018$88,000
+3.5%
1,668
+11.7%
0.05%
+2.1%
Q4 2017$85,000
-36.1%
1,493
-39.6%
0.05%
-40.5%
Q3 2017$133,000
-2.2%
2,471
+0.0%
0.08%
-7.1%
Q2 2017$136,000
+38.8%
2,470
+38.1%
0.08%
+44.1%
Q1 2017$98,000
+3.2%
1,788
-2.9%
0.06%0.0%
Q4 2016$95,000
-21.5%
1,842
-19.0%
0.06%
-28.0%
Q3 2016$121,000
+16.3%
2,274
+21.0%
0.08%
+9.3%
Q2 2016$104,000
+4.0%
1,880
+0.1%
0.08%
-2.6%
Q1 2016$100,000
+5.3%
1,879
+0.3%
0.08%
+8.5%
Q4 2015$95,000
+61.0%
1,874
+49.2%
0.07%
+54.3%
Q3 2015$59,000
+31.1%
1,256
+32.2%
0.05%
+43.8%
Q2 2015$45,000
-8.2%
950
-5.9%
0.03%
-5.9%
Q1 2015$49,0000.0%1,0100.0%0.03%
-5.6%
Q4 2014$49,000
+6.5%
1,0100.0%0.04%
-10.0%
Q3 2014$46,000
+2.2%
1,0100.0%0.04%0.0%
Q2 2014$45,000
+4.7%
1,0100.0%0.04%
-14.9%
Q1 2014$43,0000.0%1,0100.0%0.05%
+95.8%
Q4 2013$43,000
+7.5%
1,0100.0%0.02%0.0%
Q3 2013$40,0000.0%1,0100.0%0.02%
-20.0%
Q2 2013$40,0001,0100.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2020
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