Nelson Capital Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 982 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.79 and the average weighting 0.4%.

Quarter-by-quarter ownership
Nelson Capital Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,575,887
+4.3%
22,902
+12.4%
0.39%
-1.0%
Q2 2023$1,511,288
+6.0%
20,376
+6.8%
0.39%
-3.7%
Q1 2023$1,425,841
-2.9%
19,085
-3.1%
0.40%
-6.0%
Q4 2022$1,468,784
+12.8%
19,702
+1.0%
0.43%
+12.5%
Q3 2022$1,302,000
-7.1%
19,511
+0.4%
0.38%
-1.0%
Q2 2022$1,402,000
-12.9%
19,430
-8.4%
0.39%
+22.9%
Q1 2022$1,610,000
-0.4%
21,220
+1.2%
0.32%
+5.4%
Q4 2021$1,617,000
+15.4%
20,965
+3.0%
0.30%
+7.2%
Q3 2021$1,401,000
-1.5%
20,351
+0.1%
0.28%
-3.1%
Q2 2021$1,423,000
+3.1%
20,336
+0.7%
0.29%
-2.4%
Q1 2021$1,380,000
-5.2%
20,199
-6.4%
0.30%
-5.8%
Q4 2020$1,455,000
-31.8%
21,571
-35.2%
0.31%
-16.1%
Q3 2020$2,132,000
+5.9%
33,267
-3.1%
0.37%
-15.0%
Q2 2020$2,014,000
+5.6%
34,339
-1.9%
0.44%
-14.3%
Q1 2020$1,907,000
-12.7%
35,004
+0.9%
0.51%
+11.5%
Q4 2019$2,185,000
+1.4%
34,696
-1.1%
0.46%
-10.2%
Q3 2019$2,155,000
+4.8%
35,086
-0.9%
0.51%
+5.1%
Q2 2019$2,056,000
+8.3%
35,410
+4.6%
0.49%
+2.5%
Q1 2019$1,899,000
+15.9%
33,839
+4.8%
0.47%
+3.7%
Q4 2018$1,639,000
-2.6%
32,280
+3.5%
0.46%
+18.1%
Q3 2018$1,683,000
+6.6%
31,198
+1.8%
0.39%
-4.7%
Q2 2018$1,579,000
+0.1%
30,641
+2.3%
0.41%
-0.7%
Q1 2018$1,577,000
-6.4%
29,961
+1.1%
0.41%
-22.1%
Q4 2017$1,685,000
+7.3%
29,621
+1.8%
0.52%
+1.4%
Q3 2017$1,570,000
+0.6%
29,083
+2.4%
0.52%
-2.1%
Q2 2017$1,561,000
+2.0%
28,411
+1.3%
0.53%
+2.7%
Q1 2017$1,530,000
+11.2%
28,041
+5.4%
0.52%
+7.1%
Q4 2016$1,376,000
-1.6%
26,610
+1.2%
0.48%
-3.0%
Q3 2016$1,399,000
-3.2%
26,284
+0.3%
0.50%
-8.7%
Q2 2016$1,445,000
+4.7%
26,205
+0.8%
0.54%
+4.4%
Q1 2016$1,380,000
+4.0%
25,999
-1.1%
0.52%
+2.0%
Q4 2015$1,327,000
+0.1%
26,289
-6.5%
0.51%
+0.6%
Q3 2015$1,326,000
+0.4%
28,108
+1.3%
0.51%
+6.1%
Q2 2015$1,321,000
-3.8%
27,744
-1.5%
0.48%
-3.4%
Q1 2015$1,373,000
+1.6%
28,174
+1.1%
0.50%
-1.2%
Q4 2014$1,352,000
+9.9%
27,878
+2.3%
0.50%
+8.0%
Q3 2014$1,230,000
+1.9%
27,258
+0.8%
0.46%
-3.9%
Q2 2014$1,207,000
+5.1%
27,048
+1.5%
0.48%
-4.4%
Q1 2014$1,148,000
-0.6%
26,655
-0.8%
0.50%
-1.8%
Q4 2013$1,155,000
+6.8%
26,866
-1.0%
0.51%
-0.2%
Q3 2013$1,081,000
+2.5%
27,151
+2.1%
0.52%
-4.8%
Q2 2013$1,055,00026,6010.54%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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