Waldron Private Wealth LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 861 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.13 and the average weighting 0.4%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,501
+41.5%
36,348
+52.4%
0.13%
+47.7%
Q2 2023$1,768
-0.7%
23,8430.0%0.09%
+1.1%
Q1 2023$1,781
+7.0%
23,843
-4.4%
0.09%
-15.5%
Q4 2022$1,664
-99.9%
24,9390.0%0.10%0.0%
Q3 2022$1,664,000
-7.6%
24,939
-0.1%
0.10%
+2.0%
Q2 2022$1,801,000
-4.9%
24,9570.0%0.10%
+4.1%
Q1 2022$1,893,000
+2.2%
24,957
+3.8%
0.10%
+6.6%
Q4 2021$1,853,000
+12.0%
24,0400.0%0.09%
-5.2%
Q3 2021$1,654,000
-55.0%
24,040
-54.3%
0.10%
-59.1%
Q2 2021$3,677,000
-4.1%
52,555
-6.4%
0.24%
-11.7%
Q1 2021$3,833,000
+1.3%
56,1240.0%0.27%
-5.7%
Q4 2020$3,785,000
+4.1%
56,124
-1.1%
0.28%
-9.3%
Q3 2020$3,636,000
+9.3%
56,7240.0%0.31%
+5.8%
Q2 2020$3,326,000
+7.7%
56,7240.0%0.29%
-10.6%
Q1 2020$3,089,00056,7240.33%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Florin Court Capital LLP 221,100$16,779,00016.25%
J.Safra Asset Management Corp 56,279$741,00013.79%
Tairen Capital Ltd 1,076,856$81,723,00010.36%
WFA Asset Management Corp 167,835$12,737,0358.34%
Rothschild Capital Partners, LLC 261,257$19,827,0006.95%
Danda Trouve Investment Management, Inc. 71,427$5,421,0006.78%
Client First Capital LLC 110,674$8,399,0005.65%
Conservest Capital Advisors, Inc. 658,017$49,937,0005.53%
Chicago Wealth Management, Inc. 96,508$7,324,0004.92%
IronBridge Private Wealth, LLC 104,105$7,900,0004.87%
View complete list of SELECT SECTOR SPDR TR shareholders