Evercore Wealth Management, 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
Evercore Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,714,470
-1.8%
24,916
+5.8%
0.03%0.0%
Q2 2023$1,746,036
+10.5%
23,541
+11.4%
0.03%
+3.2%
Q1 2023$1,579,444
+6.2%
21,141
+6.0%
0.03%0.0%
Q4 2022$1,486,602
+11.4%
19,941
-0.2%
0.03%
+3.3%
Q3 2022$1,334,000
-7.5%
19,9850.0%0.03%0.0%
Q2 2022$1,442,000
+2.3%
19,985
+7.7%
0.03%
+20.0%
Q1 2022$1,409,000
+49.7%
18,560
+52.0%
0.02%
+66.7%
Q4 2021$941,000
+11.9%
12,2100.0%0.02%0.0%
Q3 2021$841,000
-1.5%
12,2100.0%0.02%
-6.2%
Q2 2021$854,000
+39.3%
12,210
+35.9%
0.02%
+33.3%
Q1 2021$613,000
+108.5%
8,985
+106.1%
0.01%
+100.0%
Q4 2020$294,000
-2.3%
4,360
-7.0%
0.01%
-14.3%
Q3 2020$301,000
+31.4%
4,689
+20.2%
0.01%
+16.7%
Q2 2020$229,000
+8.0%
3,9000.0%0.01%
-14.3%
Q1 2020$212,000
+960.0%
3,900
+1014.3%
0.01%
+600.0%
Q4 2017$20,000
+5.3%
3500.0%0.00%0.0%
Q3 2017$19,0000.0%3500.0%0.00%0.0%
Q2 2017$19,0000.0%3500.0%0.00%0.0%
Q1 2017$19,000
-92.7%
350
-93.0%
0.00%
-90.9%
Q4 2016$259,000
-2.6%
5,0000.0%0.01%0.0%
Q3 2016$266,000
-14.7%
5,000
-11.5%
0.01%
-21.4%
Q2 2016$312,000
+4.3%
5,6500.0%0.01%
+7.7%
Q1 2016$299,000
+4.9%
5,6500.0%0.01%0.0%
Q4 2015$285,000
+6.7%
5,6500.0%0.01%0.0%
Q3 2015$267,000
-10.7%
5,650
-9.9%
0.01%0.0%
Q2 2015$299,000
+8.3%
6,272
+11.0%
0.01%0.0%
Q1 2015$276,000
+8.2%
5,6500.0%0.01%0.0%
Q3 2014$255,000
-15.8%
5,650
-16.9%
0.01%
-18.8%
Q2 2014$303,000
+982.1%
6,795
+945.4%
0.02%
+700.0%
Q1 2014$28,0000.0%6500.0%0.00%0.0%
Q4 2013$28,000
-79.1%
650
-80.9%
0.00%
-75.0%
Q2 2013$134,0003,4040.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 7,872,387$530,993,00011.02%
Chicago Wealth Management, Inc. 163,101$11,001,00010.18%
Wechter Feldman Wealth Management, Inc. 198,264$13,373,0009.89%
J.Safra Asset Management Corp 254,732$17,182,0008.91%
AGF Investments LLC 972,305$65,582,0007.79%
Beaumont Capital Management, LLC 100,087$6,751,0006.75%
Smart Portfolios, LLC 95,058$6,411,0006.01%
FIFTH THIRD SECURITIES, INC. 182,576$12,315,0005.80%
Rothschild Capital Partners, LLC 237,709$16,033,0005.74%
Florin Court Capital LLP 165,200$11,143,0005.63%
View complete list of SELECT SECTOR SPDR TR shareholders