Freedom Investment Management, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 839 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,665,747
-99.2%
53,274
+679.5%
0.45%
+745.3%
Q3 2022$456,044,000
+102612.6%
6,834
+18.6%
0.05%
+60.6%
Q4 2021$444,000
-46.9%
5,761
-52.9%
0.03%
-49.2%
Q1 2021$836,000
-29.1%
12,235
-33.3%
0.06%
-37.5%
Q1 2020$1,179,000
+123.3%
18,341
+118.9%
0.10%
+121.3%
Q4 2019$528,000
-45.6%
8,379
-47.0%
0.05%
-44.0%
Q3 2019$971,000
-7.5%
15,817
-12.6%
0.08%
-4.5%
Q2 2019$1,050,000
+10.3%
18,089
+4.4%
0.09%
+63.0%
Q2 2017$952,000
-80.9%
17,319
-81.1%
0.05%
-81.4%
Q1 2017$4,997,000
+732.8%
91,555
+688.6%
0.29%
+665.8%
Q4 2016$600,000
-28.1%
11,610
-23.2%
0.04%
-33.3%
Q2 2016$834,000
-84.0%
15,118
-84.6%
0.06%
-84.9%
Q1 2016$5,223,000
+170.9%
98,434
+157.8%
0.38%
+158.9%
Q4 2015$1,928,00038,1850.15%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 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