Asset Dedication, 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 Q1 2017. The put-call ratio across all filers is 2.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$19
-9.5%
2790.0%0.00%0.0%
Q2 2023$210.0%2790.0%0.00%0.0%
Q1 2023$210.0%2790.0%0.00%0.0%
Q4 2022$21
-99.9%
2790.0%0.00%0.0%
Q3 2022$18,000
-14.3%
2790.0%0.00%
-33.3%
Q2 2022$21,0000.0%2790.0%0.00%
+50.0%
Q1 2022$21,000
-4.5%
2790.0%0.00%
-33.3%
Q4 2021$22,000
-37.1%
279
-45.1%
0.00%
-40.0%
Q3 2021$35,000
+75.0%
508
+82.1%
0.01%
+66.7%
Q2 2021$20,000
+5.3%
2790.0%0.00%
-25.0%
Q1 2021$19,0000.0%2790.0%0.00%0.0%
Q4 2020$19,000
+5.6%
2790.0%0.00%0.0%
Q3 2020$18,000
-50.0%
279
-55.3%
0.00%
-60.0%
Q2 2020$36,000
+89.5%
624
+80.9%
0.01%
+66.7%
Q1 2020$19,000
-13.6%
3450.0%0.01%0.0%
Q4 2019$22,000
-61.4%
345
-63.1%
0.01%
-68.4%
Q3 2019$57,000
+1.8%
936
-3.5%
0.02%
+5.6%
Q2 2019$56,000
-24.3%
970
-26.1%
0.02%
-30.8%
Q1 2019$74,000
+10.4%
1,3130.0%0.03%
-3.7%
Q4 2018$67,000
-4.3%
1,3130.0%0.03%
+3.8%
Q3 2018$70,000
+4.5%
1,3130.0%0.03%
+13.0%
Q2 2018$67,000
-2.9%
1,3130.0%0.02%
-32.4%
Q1 2018$69,000
-6.8%
1,3130.0%0.03%
+13.3%
Q4 2017$74,000
+4.2%
1,3130.0%0.03%
-11.8%
Q3 2017$71,000
-1.4%
1,3130.0%0.03%
-5.6%
Q2 2017$72,0000.0%1,3130.0%0.04%
-7.7%
Q1 2017$72,000
+7.5%
1,3130.0%0.04%0.0%
Q4 2016$67,000
-4.3%
1,3130.0%0.04%
-11.4%
Q3 2016$70,000
-4.1%
1,3130.0%0.04%
-13.7%
Q2 2016$73,000
+4.3%
1,3130.0%0.05%0.0%
Q1 2016$70,000
-54.5%
1,313
-56.9%
0.05%
-49.5%
Q4 2015$154,0003,0460.10%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2017
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