BUCKINGHAM STRATEGIC WEALTH, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 790 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.96 and the average weighting 0.6%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$439,755
-18.8%
6,391
-12.5%
0.01%
-25.0%
Q2 2023$541,653
-12.3%
7,303
-11.8%
0.01%
-27.3%
Q1 2023$617,5600.0%8,2840.0%0.01%0.0%
Q4 2022$617,560
+11.5%
8,284
-0.3%
0.01%0.0%
Q3 2022$554,000
-0.9%
8,307
+7.3%
0.01%0.0%
Q2 2022$559,000
-4.6%
7,741
+0.2%
0.01%
-8.3%
Q1 2022$586,000
-1.7%
7,7260.0%0.01%0.0%
Q4 2021$596,000
+11.4%
7,726
-0.7%
0.01%
+9.1%
Q3 2021$535,000
-1.1%
7,777
+0.7%
0.01%
-15.4%
Q2 2021$541,000
+2.5%
7,7260.0%0.01%
-50.0%
Q1 2021$528,000
-3.1%
7,726
-4.3%
0.03%
-10.3%
Q4 2020$545,000
+16.0%
8,076
+10.2%
0.03%
-19.4%
Q3 2020$470,000
-12.1%
7,326
-19.6%
0.04%
-29.4%
Q2 2020$535,000
-21.0%
9,115
-27.4%
0.05%
-68.3%
Q3 2017$677,00012,5480.16%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
NameSharesValueWeighting ↓
WFA Asset Management Corp 332,708$22,893,64213.68%
Valence8 US LP 243,743$16,771,95610.61%
CVS HEALTH Corp 281,400$19,363,13410.35%
WestEnd Advisors, LLC 3,181,757$218,936,6826.58%
Granite Bay Wealth Management, LLC 8,919,693$652,8226.41%
Client First Capital LLC 118,618$8,162,0895.91%
Conservest Capital Advisors, Inc. 685,607$47,176,6095.69%
Spectrum Wealth Advisory Group, LLC 59,167$4,071,2895.63%
Quantitative Investment Management, LLC 509,466$35,0565.39%
Biltmore Wealth Management, LLC 156,718$10,783,7495.21%
View complete list of SELECT SECTOR SPDR TR shareholders