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 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
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 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