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

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 1,104 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 2.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$25,340
-9.9%
4300.0%0.02%0.0%
Q2 2023$28,139
-3.3%
4300.0%0.02%
-5.9%
Q1 2023$29,107
-50.9%
430
-48.9%
0.02%
-51.4%
Q4 2022$59,291
+23.5%
841
+15.2%
0.04%
+20.7%
Q3 2022$48,000
-5.9%
7300.0%0.03%0.0%
Q2 2022$51,000
-5.6%
7300.0%0.03%
+7.4%
Q1 2022$54,000
-27.0%
730
-29.1%
0.03%
-22.9%
Q4 2021$74,000
+12.1%
1,0300.0%0.04%
-2.8%
Q3 2021$66,000
+1.5%
1,0300.0%0.04%
+2.9%
Q2 2021$65,000
-1.5%
1,0300.0%0.04%
-7.9%
Q1 2021$66,000
+1.5%
1,0300.0%0.04%
+2.7%
Q4 2020$65,000
+6.6%
1,0300.0%0.04%
-2.6%
Q3 2020$61,000
+3.4%
1,030
-0.9%
0.04%0.0%
Q2 2020$59,000
+1.7%
1,0390.0%0.04%
-13.6%
Q1 2020$58,000
-13.4%
1,0390.0%0.04%
+4.8%
Q4 2019$67,0000.0%1,0390.0%0.04%
-6.7%
Q3 2019$67,000
+8.1%
1,0390.0%0.04%
+7.1%
Q2 2019$62,000
+3.3%
1,0390.0%0.04%
-2.3%
Q1 2019$60,000
+9.1%
1,039
+0.9%
0.04%
-6.5%
Q4 2018$55,000
+1.9%
1,0300.0%0.05%
+24.3%
Q3 2018$54,0000.0%1,0300.0%0.04%
-7.5%
Q2 2018$54,000
+3.8%
1,0300.0%0.04%
+11.1%
Q1 2018$52,000
-3.7%
1,0300.0%0.04%
+2.9%
Q4 2017$54,000
-1.8%
1,0300.0%0.04%
-5.4%
Q3 2017$55,000
+1.9%
1,0300.0%0.04%0.0%
Q2 2017$54,000
+1.9%
1,030
-0.1%
0.04%
-2.6%
Q1 2017$53,000
+6.0%
1,031
+0.1%
0.04%
+2.7%
Q4 2016$50,0000.0%1,0300.0%0.04%0.0%
Q3 2016$50,000
-7.4%
1,0300.0%0.04%
-7.5%
Q2 2016$54,000
+5.9%
1,0300.0%0.04%
-2.4%
Q1 2016$51,000
+13.3%
1,0300.0%0.04%
+13.9%
Q4 2015$45,000
+73.1%
1,030
+71.7%
0.04%
+56.5%
Q3 2015$26,000
+4.0%
6000.0%0.02%
+15.0%
Q2 2015$25,000
-7.4%
6000.0%0.02%
-13.0%
Q1 2015$27,000
-3.6%
6000.0%0.02%
-8.0%
Q4 2014$28,000
+12.0%
6000.0%0.02%
+13.6%
Q3 2014$25,000
-7.4%
6000.0%0.02%
-4.3%
Q2 2014$27,000
-18.2%
600
-25.0%
0.02%
-20.7%
Q1 2014$33,0008000.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 394,576$25,498,00017.00%
Knighthead Capital Management, LLC 1,000,000$64,620,00013.76%
BEACONLIGHT CAPITAL, LLC 935,400$60,446,00012.77%
Chapwood Capital Investment Management, LLC 194,826$12,590,00012.66%
Florin Court Capital LLP 364,200$23,535,00010.06%
Arrow Investment Advisors, LLC 201,407$13,015,0006.43%
DOW CHEMICAL CO /DE/ 450,212$29,093,0006.40%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,833,800$118,500,0006.26%
MOULTON WEALTH MANAGEMENT, INC 115,106$7,360,0006.08%
GM Advisory Group, LLC 297,799$19,244,0005.96%
View complete list of SELECT SECTOR SPDR TR shareholders