JFS WEALTH ADVISORS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,019 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$435,430
-2.7%
6,328
+4.8%
0.04%
+2.5%
Q2 2023$447,691
-1.3%
6,036
-0.6%
0.04%
-7.0%
Q1 2023$453,714
-4.4%
6,073
-4.6%
0.04%
-6.5%
Q4 2022$474,362
+13.2%
6,363
+1.3%
0.05%0.0%
Q3 2022$419,000
-18.6%
6,279
-12.1%
0.05%
-14.8%
Q2 2022$515,000
-0.6%
7,141
+4.6%
0.05%
+10.2%
Q1 2022$518,000
-13.5%
6,824
-12.1%
0.05%
-12.5%
Q4 2021$599,000
+39.6%
7,762
+24.4%
0.06%
+27.3%
Q3 2021$429,000
+2964.3%
6,239
+2366.0%
0.04%
+1000.0%
Q3 2018$14,000
+100.0%
253
+80.7%
0.00%
+100.0%
Q1 2018$7,000
+600.0%
140
+566.7%
0.00%
Q4 2017$1,000
-83.3%
21
-80.4%
0.00%
-100.0%
Q1 2016$6,000
+20.0%
1070.0%0.00%
+100.0%
Q4 2015$5,0001070.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 7,872,387$530,993,00011.02%
Chicago Wealth Management, Inc. 163,101$11,001,00010.18%
Wechter Feldman Wealth Management, Inc. 198,264$13,373,0009.89%
J.Safra Asset Management Corp 254,732$17,182,0008.91%
AGF Investments LLC 972,305$65,582,0007.79%
Beaumont Capital Management, LLC 100,087$6,751,0006.75%
Smart Portfolios, LLC 95,058$6,411,0006.01%
FIFTH THIRD SECURITIES, INC. 182,576$12,315,0005.80%
Rothschild Capital Partners, LLC 237,709$16,033,0005.74%
Florin Court Capital LLP 165,200$11,143,0005.63%
View complete list of SELECT SECTOR SPDR TR shareholders