Avidian Wealth Enterprises, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 509 filers reported holding SELECT SECTOR SPDR TR in Q2 2017. The put-call ratio across all filers is 3.35 and the average weighting 0.7%.

Quarter-by-quarter ownership
Avidian Wealth Enterprises, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$686,052
-2.4%
8,959
-2.7%
0.03%
-17.6%
Q1 2024$702,905
+4.8%
9,205
-1.2%
0.03%
-17.1%
Q4 2023$670,896
-55.5%
9,314
-57.5%
0.04%
-61.3%
Q3 2023$1,506,799
-11.3%
21,898
-4.4%
0.11%
-4.5%
Q2 2023$1,698,702
+5.6%
22,903
+6.4%
0.11%
+26.1%
Q1 2023$1,608,162
+217.5%
21,525
+216.8%
0.09%
+166.7%
Q4 2022$506,516
+4.9%
6,794
-6.2%
0.03%
-5.7%
Q3 2022$483,000
-17.9%
7,244
-11.1%
0.04%
-16.7%
Q2 2022$588,000
-8.1%
8,146
-3.4%
0.04%
+7.7%
Q1 2022$640,000
-38.5%
8,429
-37.5%
0.04%
-40.0%
Q4 2021$1,040,000
+52.7%
13,486
+36.4%
0.06%
+25.0%
Q3 2021$681,000
-84.7%
9,889
-84.4%
0.05%
-84.8%
Q2 2021$4,450,000
+1809.9%
63,593
+1763.8%
0.34%
+1605.0%
Q1 2021$233,000
+14.8%
3,412
+13.6%
0.02%
+5.3%
Q4 2020$203,000
-54.7%
3,004
-57.0%
0.02%
-44.1%
Q3 2020$448,000
-19.0%
6,988
-25.9%
0.03%
-54.7%
Q2 2020$553,000
+1.7%
9,432
-5.5%
0.08%
-13.8%
Q1 2020$544,000
-11.0%
9,985
+0.4%
0.09%
-13.9%
Q3 2019$611,000
-62.6%
9,944
-64.6%
0.10%
-73.8%
Q2 2019$1,633,000
+10.2%
28,116
+6.5%
0.39%
+17.3%
Q1 2019$1,482,000
-85.9%
26,406
-87.3%
0.33%
-91.0%
Q4 2018$10,521,000
-17.0%
207,189
-11.8%
3.67%
-7.4%
Q3 2018$12,674,000
+675.6%
235,007
+641.2%
3.96%
+668.4%
Q2 2018$1,634,000
+21.9%
31,706
+24.6%
0.52%
+14.9%
Q1 2018$1,340,000
+38.3%
25,452
+49.5%
0.45%
+73.4%
Q4 2017$969,000
-22.9%
17,029
-26.8%
0.26%
-45.9%
Q3 2017$1,256,000
+110.7%
23,259
+114.2%
0.48%
+93.1%
Q2 2017$596,000
-34.7%
10,857
-35.1%
0.25%
-29.1%
Q1 2017$913,000
+36.7%
16,721
+29.5%
0.35%
+20.3%
Q4 2016$668,000
-7.9%
12,911
-5.3%
0.29%
-1.0%
Q3 2016$725,000
-94.4%
13,632
-94.2%
0.29%
-93.8%
Q2 2016$13,020,000
-4.4%
236,083
-8.0%
4.74%
-35.1%
Q1 2016$13,616,000
-1.9%
256,617
-6.6%
7.30%
+7.8%
Q4 2015$13,878,000
+5.2%
274,872
-1.7%
6.77%
-17.8%
Q3 2015$13,192,000
-2.9%
279,553
-2.0%
8.24%
+45.5%
Q2 2015$13,585,000
+0.1%
285,403
+2.5%
5.67%
-1.3%
Q1 2015$13,567,000
-0.5%
278,356
-1.0%
5.74%
+2.3%
Q4 2014$13,635,000
+50.3%
281,198
+39.8%
5.61%
+58.1%
Q3 2014$9,072,000
+3.5%
201,115
+2.4%
3.55%
+10.0%
Q2 2014$8,765,000
+27.8%
196,426
+23.6%
3.23%
-16.9%
Q1 2014$6,860,000
+2.6%
158,975
+0.6%
3.89%
-36.9%
Q4 2013$6,689,000157,9746.16%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2017
NameSharesValueWeighting ↓
PGIM Wadhwani LLP 379,470$19,269,48743.06%
DUALITY ADVISERS, LP 6,178,830$313,761,00018.30%
Julex Capital Management, LLC 380,400$20,422,00013.27%
Wechter Feldman Wealth Management, Inc. 251,759$12,784,00012.30%
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 467,526$23,741,0008.38%
SEARCY FINANCIAL SERVICES INC /ADV 126,147$6,406,0008.13%
Hillswick Asset Management, LLC 213,321$10,832,0008.02%
CABANA LLC 741,339$37,645,0007.91%
Florin Court Capital LLP 153,500$7,795,0007.77%
GM Advisory Group, LLC 329,773$16,746,0006.23%
View complete list of SELECT SECTOR SPDR TR shareholders