MARK SHEPTOFF FINANCIAL PLANNING, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 515 filers reported holding SELECT SECTOR SPDR TR in Q2 2016. The put-call ratio across all filers is 2.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$20,643
-7.2%
3000.0%0.01%0.0%
Q2 2023$22,251
-0.7%
3000.0%0.01%0.0%
Q1 2023$22,413
+0.2%
3000.0%0.01%0.0%
Q4 2022$22,365
+11.8%
3000.0%0.01%
+8.3%
Q3 2022$20,000
-9.1%
3000.0%0.01%
-7.7%
Q2 2022$22,000
-4.3%
3000.0%0.01%
+8.3%
Q1 2022$23,0000.0%3000.0%0.01%
+9.1%
Q4 2021$23,000
+9.5%
3000.0%0.01%
-8.3%
Q3 2021$21,0000.0%3000.0%0.01%
+9.1%
Q2 2021$21,000
+5.0%
3000.0%0.01%0.0%
Q1 2021$20,0000.0%3000.0%0.01%0.0%
Q4 2020$20,000
+5.3%
3000.0%0.01%
-8.3%
Q3 2020$19,000
-50.0%
300
-53.2%
0.01%
-52.0%
Q2 2020$38,000
+8.6%
6410.0%0.02%
-3.8%
Q1 2020$35,000
+66.7%
641
+88.0%
0.03%
+100.0%
Q4 2019$21,0000.0%3410.0%0.01%
-7.1%
Q3 2019$21,000
+5.0%
3410.0%0.01%0.0%
Q2 2019$20,000
+5.3%
3410.0%0.01%0.0%
Q1 2019$19,000
+26.7%
341
+13.7%
0.01%
+16.7%
Q4 2018$15,000
-6.2%
3000.0%0.01%
+9.1%
Q3 2018$16,000
+6.7%
3000.0%0.01%0.0%
Q2 2018$15,000
-6.2%
3000.0%0.01%0.0%
Q1 2018$16,000
-5.9%
3000.0%0.01%0.0%
Q4 2017$17,000
+6.2%
3000.0%0.01%0.0%
Q3 2017$16,0000.0%3000.0%0.01%0.0%
Q2 2017$16,0000.0%300
-0.3%
0.01%0.0%
Q1 2017$16,0000.0%301
+0.3%
0.01%
-8.3%
Q4 2016$16,0000.0%3000.0%0.01%0.0%
Q3 2016$16,000
-5.9%
3000.0%0.01%
-7.7%
Q2 2016$17,000
+6.2%
3000.0%0.01%0.0%
Q1 2016$16,000
+6.7%
3000.0%0.01%
+8.3%
Q4 2015$15,0003000.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2016
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