Institute for Wealth 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
Institute for Wealth Management, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$291,368
-15.0%
4,234
-8.4%
0.05%
-8.6%
Q2 2023$342,814
+2.7%
4,622
+3.5%
0.06%
-9.4%
Q1 2023$333,655
+3.7%
4,466
+3.5%
0.06%
-5.9%
Q4 2022$321,832
+8.0%
4,317
-3.4%
0.07%
+1.5%
Q3 2022$298,000
-6.9%
4,467
+0.7%
0.07%
+6.3%
Q2 2022$320,000
-39.6%
4,435
-36.5%
0.06%
-26.7%
Q1 2022$530,000
-5.2%
6,988
-3.7%
0.09%
-5.5%
Q4 2021$559,000
+25.3%
7,253
+11.9%
0.09%
+16.7%
Q3 2021$446,000
-6.1%
6,483
-4.5%
0.08%
-6.0%
Q2 2021$475,000
+3.0%
6,788
+0.7%
0.08%
-5.7%
Q1 2021$461,000
-3.2%
6,738
-4.6%
0.09%
-7.4%
Q4 2020$476,000
+6.5%
7,061
+1.3%
0.10%
-6.9%
Q3 2020$447,000
+14.9%
6,973
+5.2%
0.10%
+7.4%
Q2 2020$389,000
+35.5%
6,628
+25.6%
0.10%
+8.0%
Q1 2020$287,000
-37.7%
5,278
-27.8%
0.09%
-15.4%
Q4 2019$461,000
-6.5%
7,313
-8.8%
0.10%
-16.1%
Q3 2019$493,000
+0.8%
8,023
-4.7%
0.12%
+14.8%
Q2 2019$489,000
+102.9%
8,423
+79.9%
0.11%
+52.1%
Q1 2018$241,000
-31.7%
4,681
-24.6%
0.07%
-12.3%
Q4 2017$353,000
+3.2%
6,205
-2.1%
0.08%
-27.0%
Q3 2017$342,000
-37.2%
6,337
-36.0%
0.11%
-26.0%
Q2 2017$545,000
-53.7%
9,895
-57.6%
0.15%
-91.5%
Q4 2015$1,177,000
-52.3%
23,321
-55.0%
1.76%
-44.8%
Q2 2015$2,466,000
-23.4%
51,815
-21.5%
3.18%
-10.0%
Q1 2015$3,218,000
-5.4%
66,031
-5.9%
3.54%
-1.1%
Q4 2014$3,403,000
+6.0%
70,188
-1.4%
3.58%
+17.0%
Q3 2014$3,210,000
-8.2%
71,193
-9.1%
3.06%
+1.1%
Q2 2014$3,495,000
+12.1%
78,319
+8.2%
3.02%
+13.2%
Q1 2014$3,118,000
-41.8%
72,413
-41.9%
2.67%
-30.8%
Q4 2013$5,353,000
+134.1%
124,538
+116.7%
3.86%
+145.0%
Q3 2013$2,287,000
-58.1%
57,475
-58.2%
1.57%
-64.1%
Q2 2013$5,456,000137,5524.38%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
Florin Court Capital LLP 221,100$16,779,00016.25%
J.Safra Asset Management Corp 56,279$741,00013.79%
Tairen Capital Ltd 1,076,856$81,723,00010.36%
WFA Asset Management Corp 167,835$12,737,0358.34%
Rothschild Capital Partners, LLC 261,257$19,827,0006.95%
Danda Trouve Investment Management, Inc. 71,427$5,421,0006.78%
Client First Capital LLC 110,674$8,399,0005.65%
Conservest Capital Advisors, Inc. 658,017$49,937,0005.53%
Chicago Wealth Management, Inc. 96,508$7,324,0004.92%
IronBridge Private Wealth, LLC 104,105$7,900,0004.87%
View complete list of SELECT SECTOR SPDR TR shareholders