Meristem Family Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 847 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.

Quarter-by-quarter ownership
Meristem Family Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2022$1,334,000
-54.4%
17,580
-53.7%
0.14%
-42.6%
Q4 2021$2,925,000
+12.0%
37,9350.0%0.25%
-0.4%
Q3 2021$2,611,000
+19.9%
37,935
+21.9%
0.25%
-26.5%
Q2 2021$2,178,000
+113.7%
31,132
+108.6%
0.34%
+67.3%
Q1 2021$1,019,000
+1.3%
14,9220.0%0.20%
-3.8%
Q4 2020$1,006,000
+5.1%
14,9220.0%0.21%
-13.1%
Q3 2020$957,000
+9.4%
14,9220.0%0.24%
+2.1%
Q2 2020$875,000
+7.6%
14,9220.0%0.24%
-4.0%
Q1 2020$813,000
-13.5%
14,9220.0%0.25%
+7.8%
Q4 2019$940,000
+2.5%
14,9220.0%0.23%
-6.5%
Q3 2019$917,000
+5.8%
14,9220.0%0.25%
-6.1%
Q2 2019$867,000
-1.7%
14,922
-5.1%
0.26%
-11.4%
Q1 2019$882,000
-4.2%
15,722
-13.3%
0.30%
-11.6%
Q4 2018$921,000
-36.4%
18,143
-32.4%
0.34%
-31.9%
Q3 2018$1,448,000
+4.7%
26,8450.0%0.50%
+1.9%
Q2 2018$1,383,000
-2.1%
26,8450.0%0.49%
-3.8%
Q1 2018$1,413,000
-9.2%
26,845
-1.8%
0.50%
-10.5%
Q4 2017$1,556,000
+5.4%
27,3430.0%0.56%
-4.9%
Q3 2017$1,476,000
-1.7%
27,3430.0%0.59%
-3.9%
Q2 2017$1,502,000
+0.7%
27,3430.0%0.62%
+4.4%
Q1 2017$1,492,000
+5.5%
27,3430.0%0.59%
+2.2%
Q4 2016$1,414,000
-2.8%
27,3430.0%0.58%
-5.4%
Q3 2016$1,455,000
-4.1%
27,343
-0.6%
0.61%
-8.9%
Q2 2016$1,517,000
-8.5%
27,502
-12.0%
0.67%
-8.5%
Q1 2016$1,658,000
+5.1%
31,2520.0%0.73%
+18.4%
Q4 2015$1,578,000
+7.0%
31,2520.0%0.62%
-20.1%
Q3 2015$1,475,000
-0.9%
31,2520.0%0.78%
+18.9%
Q2 2015$1,488,000
-2.3%
31,2520.0%0.65%
+2.7%
Q1 2015$1,523,000
+0.5%
31,2520.0%0.64%
+15.0%
Q4 2014$1,515,000
-0.7%
31,252
-7.6%
0.55%
-15.3%
Q3 2014$1,525,000
+1.1%
33,8080.0%0.65%
+3.0%
Q2 2014$1,509,000
+3.5%
33,808
-0.2%
0.63%
-0.8%
Q1 2014$1,458,000
-3.9%
33,866
-4.1%
0.64%
+2.4%
Q4 2013$1,517,000
+7.2%
35,299
-0.7%
0.62%
-4.4%
Q3 2013$1,415,000
+0.4%
35,5470.0%0.65%0.0%
Q2 2013$1,410,00035,5470.65%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2021
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