Joel Isaacson & Co., LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 660 filers reported holding SELECT SECTOR SPDR TR in Q1 2019. The put-call ratio across all filers is 2.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$219,396
+0.4%
2,937
+0.2%
0.02%
-5.9%
Q4 2022$218,431
+4.0%
2,930
+0.7%
0.02%
-5.6%
Q2 2022$210,000
-7.5%
2,911
+0.3%
0.02%
+5.9%
Q1 2022$227,000
+11.8%
2,902
+10.3%
0.02%
+21.4%
Q4 2021$203,000
-29.3%
2,630
-42.3%
0.01%
-63.2%
Q4 2019$287,000
+2.9%
4,558
+0.2%
0.04%
-5.0%
Q3 2019$279,000
-13.1%
4,548
-17.7%
0.04%
-14.9%
Q2 2019$321,000
+3.9%
5,523
+0.3%
0.05%
+4.4%
Q1 2019$309,000
-6.4%
5,508
-13.9%
0.04%
-13.5%
Q4 2018$330,000
+13.4%
6,396
+18.6%
0.05%
+13.0%
Q3 2018$291,000
+9.4%
5,392
+4.4%
0.05%
+2.2%
Q2 2018$266,000
-1.8%
5,165
+0.3%
0.04%
-4.3%
Q1 2018$271,000
-7.2%
5,151
+0.2%
0.05%
-7.8%
Q4 2017$292,000
+27.5%
5,140
+21.3%
0.05%
+21.4%
Q3 2017$229,000
-3.8%
4,236
-2.2%
0.04%
-6.7%
Q2 2017$238,000
+0.8%
4,333
+0.2%
0.04%
-2.2%
Q1 2017$236,000
+8.3%
4,323
+2.6%
0.05%
+4.5%
Q4 2016$218,000
-2.7%
4,2130.0%0.04%
-4.3%
Q3 2016$224,000
-3.4%
4,2130.0%0.05%
-6.1%
Q2 2016$232,000
+3.6%
4,2130.0%0.05%0.0%
Q1 2016$224,000
+46.4%
4,213
+39.1%
0.05%
+28.9%
Q4 2015$153,000
+7.0%
3,0290.0%0.04%0.0%
Q3 2015$143,000
+14.4%
3,029
+15.2%
0.04%
+18.8%
Q2 2015$125,000
-2.3%
2,6300.0%0.03%0.0%
Q1 2015$128,0002,6300.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2019
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