Tortoise Investment Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 294 filers reported holding SELECT SECTOR SPDR TR in Q3 2013. The put-call ratio across all filers is 1.05 and the average weighting 0.5%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$6,230
-0.7%
840.0%0.00%0.0%
Q1 2023$6,276
+0.2%
840.0%0.00%0.0%
Q4 2022$6,262
+4.4%
840.0%0.00%0.0%
Q3 2022$6,000
+50.0%
84
+31.2%
0.00%0.0%
Q4 2020$4,0000.0%640.0%0.00%0.0%
Q3 2020$4,0000.0%640.0%0.00%0.0%
Q2 2020$4,000
+33.3%
640.0%0.00%0.0%
Q1 2020$3,000
-25.0%
640.0%0.00%0.0%
Q4 2019$4,0000.0%640.0%0.00%0.0%
Q3 2019$4,0000.0%640.0%0.00%0.0%
Q2 2019$4,0000.0%640.0%0.00%0.0%
Q1 2019$4,000
+33.3%
640.0%0.00%0.0%
Q4 2018$3,0000.0%640.0%0.00%0.0%
Q3 2018$3,0000.0%640.0%0.00%0.0%
Q2 2018$3,0000.0%640.0%0.00%0.0%
Q1 2018$3,000
-25.0%
640.0%0.00%0.0%
Q4 2017$4,000
+33.3%
640.0%0.00%0.0%
Q3 2017$3,000
-25.0%
640.0%0.00%0.0%
Q2 2017$4,000
+33.3%
640.0%0.00%0.0%
Q1 2017$3,0000.0%640.0%0.00%0.0%
Q4 2016$3,0000.0%640.0%0.00%0.0%
Q3 2016$3,000
-25.0%
640.0%0.00%0.0%
Q2 2016$4,000
-86.7%
64
-88.9%
0.00%
-90.9%
Q1 2016$30,000
+3.4%
5740.0%0.01%
+10.0%
Q4 2015$29,000
+7.4%
5740.0%0.01%0.0%
Q3 2015$27,0000.0%5740.0%0.01%0.0%
Q2 2015$27,000
-3.6%
5740.0%0.01%
-9.1%
Q1 2015$28,0000.0%5740.0%0.01%0.0%
Q4 2014$28,000
+21.7%
574
+12.5%
0.01%
+10.0%
Q3 2014$23,0000.0%5100.0%0.01%0.0%
Q2 2014$23,000
+4.5%
5100.0%0.01%0.0%
Q1 2014$22,000
-50.0%
510
-50.0%
0.01%
-16.7%
Q4 2013$44,000
+120.0%
1,020
+100.0%
0.01%0.0%
Q3 2013$20,0000.0%5100.0%0.01%
-7.7%
Q2 2013$20,0000.0%5100.0%0.01%
-7.1%
Q1 2013$20,000
+11.1%
510
+1.6%
0.01%0.0%
Q4 2012$18,0005020.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2013
NameSharesValueWeighting ↓
WFA Asset Management Corp 332,708$22,893,64213.68%
Valence8 US LP 243,743$16,771,95610.61%
CVS HEALTH Corp 281,400$19,363,13410.35%
WestEnd Advisors, LLC 3,181,757$218,936,6826.58%
Granite Bay Wealth Management, LLC 8,919,693$652,8226.41%
Client First Capital LLC 118,618$8,162,0895.91%
Conservest Capital Advisors, Inc. 685,607$47,176,6095.69%
Spectrum Wealth Advisory Group, LLC 59,167$4,071,2895.63%
Quantitative Investment Management, LLC 509,466$35,0565.39%
Biltmore Wealth Management, LLC 156,718$10,783,7495.21%
View complete list of SELECT SECTOR SPDR TR shareholders