Litman Gregory Wealth Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 663 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.23 and the average weighting 0.6%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$246,205
+0.3%
3,2150.0%0.02%0.0%
Q1 2024$245,498
+24449.8%
3,215
+32050.0%
0.02%
Q2 2019$1,000
-80.0%
10
-89.2%
0.00%
-100.0%
Q3 2018$5,0000.0%930.0%0.00%0.0%
Q2 2018$5,0000.0%930.0%0.00%0.0%
Q1 2018$5,000930.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2018
NameSharesValueWeighting ↓
Trident Investment Management, LLC 105,480$4,199,00031.43%
TIEDEMANN TRUST CO 3,044,038$120,684,00020.75%
Giralda Advisors, LLC 632,300$25,166,00011.91%
TIEDEMANN ADVISORS, LLC 87,262$3,473,0006.97%
SWARTHMORE GROUP INC 1,359,375$54,103,0006.92%
Pinnacle Advisory Group, Inc. 1,022,613$40,700,0004.76%
Thornmark Asset Management Inc. 39,290$1,564,0004.50%
Eclectica Asset Management LLP 100,600$4,004,0003.17%
FCA CORP /TX 122,267$4,871,0002.90%
United Asset Strategies, Inc. 83,538$3,325,0002.11%
View complete list of SELECT SECTOR SPDR TR shareholders