Family Firm, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$265,757
-6.6%
3,862
+0.7%
0.08%0.0%
Q2 2023$284,500
-0.0%
3,836
+0.7%
0.08%
-5.1%
Q1 2023$284,531
+0.7%
3,808
+0.5%
0.08%
-4.8%
Q4 2022$282,572
+12.6%
3,790
+0.7%
0.08%
+3.8%
Q3 2022$251,000
-40.5%
3,764
-35.6%
0.08%
-35.5%
Q2 2022$422,000
-4.3%
5,847
+0.7%
0.12%
+6.9%
Q1 2022$441,000
-7.4%
5,807
-5.9%
0.12%
-5.7%
Q4 2021$476,000
+9.7%
6,171
+0.7%
0.12%
+7.9%
Q3 2021$434,000
-4.0%
6,130
-5.0%
0.11%
-7.3%
Q2 2021$452,000
+3.2%
6,454
+0.6%
0.12%
-2.4%
Q1 2021$438,000
+16.8%
6,413
+12.3%
0.13%
+12.5%
Q4 2020$375,000
-10.9%
5,712
-13.0%
0.11%
-25.8%
Q3 2020$421,000
+8.8%
6,566
-0.5%
0.15%
+4.1%
Q2 2020$387,000
+4.9%
6,597
-2.6%
0.14%
-7.6%
Q1 2020$369,000
-13.2%
6,775
+0.5%
0.16%
+9.0%
Q4 2019$425,0000.0%6,742
-2.5%
0.14%
-4.6%
Q3 2019$425,000
-0.5%
6,914
-6.1%
0.15%0.0%
Q2 2019$427,000
+4.1%
7,360
+0.7%
0.15%
+1.3%
Q1 2019$410,000
+11.1%
7,309
+0.5%
0.15%
+1.4%
Q4 2018$369,000
-14.8%
7,273
-9.3%
0.15%
-6.4%
Q3 2018$433,000
+9.9%
8,022
+5.0%
0.16%
+6.1%
Q2 2018$394,000
+4.8%
7,639
+6.8%
0.15%
+1.4%
Q1 2018$376,000
+9.3%
7,150
+18.3%
0.15%
+6.6%
Q4 2017$344,000
+60.7%
6,043
+33.5%
0.14%
+18.1%
Q3 2015$214,000
-0.5%
4,525
+0.3%
0.12%
+4.5%
Q2 2015$215,0004,5120.11%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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