Smith Salley Wealth Management - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 508 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
Smith Salley Wealth Management ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$289,828
-7.3%
4,212
-0.1%
0.02%
-4.3%
Q2 2023$312,627
-2.4%
4,215
-1.7%
0.02%
-8.0%
Q1 2023$320,431
+1.3%
4,289
+1.1%
0.02%
-7.4%
Q4 2022$316,241
+8.3%
4,242
-3.2%
0.03%0.0%
Q3 2022$292,000
-7.6%
4,3830.0%0.03%0.0%
Q2 2022$316,000
-5.1%
4,3830.0%0.03%
+8.0%
Q1 2022$333,000
-6.5%
4,383
-5.0%
0.02%0.0%
Q4 2021$356,000
+9.5%
4,613
-2.2%
0.02%
-3.8%
Q3 2021$325,000
-3.8%
4,718
-2.4%
0.03%
-3.7%
Q2 2021$338,000
-0.3%
4,834
-2.5%
0.03%
-10.0%
Q1 2021$339,000
-3.1%
4,956
-4.5%
0.03%
-14.3%
Q4 2020$350,000
+9.4%
5,189
+4.1%
0.04%
-10.3%
Q3 2020$320,000
+9.6%
4,9860.0%0.04%0.0%
Q2 2020$292,000
-27.5%
4,986
-32.6%
0.04%
-41.8%
Q1 2020$403,000
-15.9%
7,400
-2.7%
0.07%
+6.3%
Q4 2019$479,000
-12.9%
7,606
-15.1%
0.06%
-19.2%
Q3 2019$550,000
+3.6%
8,961
-2.0%
0.08%
-2.5%
Q2 2019$531,000
-0.6%
9,147
-3.9%
0.08%
-7.0%
Q1 2019$534,000
+16.8%
9,515
+5.7%
0.09%
+2.4%
Q4 2018$457,000
-6.2%
9,002
-0.3%
0.08%
+9.1%
Q3 2018$487,000
+3.2%
9,033
-1.4%
0.08%
-4.9%
Q2 2018$472,000
-17.5%
9,160
-15.6%
0.08%
-21.4%
Q1 2018$572,000
-10.5%
10,859
-3.3%
0.10%
-9.6%
Q4 2017$639,000
-37.0%
11,231
-40.2%
0.11%
-41.2%
Q3 2017$1,014,000
-7.7%
18,786
-6.0%
0.19%
-12.2%
Q2 2017$1,098,000
+1.3%
19,986
+0.6%
0.22%
-0.5%
Q1 2017$1,084,000
+4.7%
19,861
-0.8%
0.22%
+3.3%
Q4 2016$1,035,000
-1.1%
20,015
+1.8%
0.22%
-7.3%
Q3 2016$1,047,000
-4.1%
19,670
-0.7%
0.23%
-8.7%
Q2 2016$1,092,000
+3.9%
19,801
-0.1%
0.25%
-3.4%
Q1 2016$1,051,000
+2.9%
19,812
-2.0%
0.26%
+3.1%
Q4 2015$1,021,000
-2.1%
20,225
-8.5%
0.26%
-9.3%
Q3 2015$1,043,000
-7.0%
22,109
-6.1%
0.28%
-1.4%
Q2 2015$1,121,000
-3.8%
23,548
-1.5%
0.28%
-4.0%
Q1 2015$1,165,000
-1.2%
23,905
-1.7%
0.30%
-2.9%
Q4 2014$1,179,000
-3.3%
24,314
-10.0%
0.31%
-5.3%
Q3 2014$1,219,000
+1.9%
27,014
+0.8%
0.32%
+1.3%
Q2 2014$1,196,000
+1.6%
26,808
-1.9%
0.32%
-56.7%
Q1 2014$1,177,000
+2.3%
27,341
+2.1%
0.74%
-2.0%
Q4 2013$1,151,000
+7.9%
26,769
-0.1%
0.75%
-12.6%
Q3 2013$1,067,000
+2.6%
26,809
+2.2%
0.86%
+2.6%
Q2 2013$1,040,00026,2200.84%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 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