Executive Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 853 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$942,276
-11.6%
13,693
-4.7%
0.10%
-10.9%
Q2 2023$1,066,231
-5.5%
14,375
-4.8%
0.11%
-12.0%
Q1 2023$1,128,219
-5.5%
15,101
-5.7%
0.12%
-15.0%
Q4 2022$1,193,593
+212.5%
16,010
+4091.1%
0.15%
+177.4%
Q3 2022$382,000
-7.5%
382
-93.3%
0.05%
-5.4%
Q2 2022$413,000
-8.8%
5,724
-4.2%
0.06%
+14.3%
Q1 2022$453,000
-22.4%
5,978
-21.2%
0.05%
-15.5%
Q4 2021$584,000
+5.6%
7,582
-5.7%
0.06%
-4.9%
Q3 2021$553,000
-13.7%
8,040
-12.4%
0.06%
-12.9%
Q2 2021$641,000
+6.3%
9,175
+3.8%
0.07%
-1.4%
Q1 2021$603,000
-96.2%
8,842
-96.3%
0.07%
-96.4%
Q4 2020$15,961,000
+3.8%
236,642
-1.4%
1.96%
-7.8%
Q3 2020$15,380,000
-2.5%
239,953
-10.8%
2.13%
-10.2%
Q2 2020$15,775,000
+78775.0%
269,016
+76108.5%
2.37%
+78933.3%
Q2 2019$20,0000.0%3530.0%0.00%
-25.0%
Q1 2019$20,000
+11.1%
3530.0%0.00%
+33.3%
Q4 2018$18,0003530.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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