Dakota Wealth Management - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 660 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.23 and the average weighting 0.6%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,764,968
-6.6%
54,715
+0.7%
0.17%
-12.6%
Q2 2023$4,030,415
+4.1%
54,340
+4.9%
0.19%
-26.4%
Q1 2023$3,870,429
+0.1%
51,806
-0.1%
0.26%
-5.8%
Q4 2022$3,867,577
+9.4%
51,879
-2.0%
0.27%
-4.2%
Q3 2022$3,534,000
+731.5%
52,956
+800.0%
0.29%
+633.3%
Q2 2022$425,000
-18.4%
5,884
-14.3%
0.04%
-7.1%
Q1 2022$521,000
-1.0%
6,862
+0.7%
0.04%
-23.6%
Q4 2021$526,000
+4.2%
6,817
-7.1%
0.06%
-5.2%
Q3 2021$505,000
-1.6%
7,3350.0%0.06%
-4.9%
Q2 2021$513,000
+3.8%
7,335
+1.5%
0.06%
-6.2%
Q1 2021$494,000
+0.6%
7,230
-0.8%
0.06%
+1.6%
Q4 2020$491,000
+6.7%
7,285
+1.5%
0.06%
-11.1%
Q3 2020$460,000
+8.7%
7,175
-0.5%
0.07%0.0%
Q2 2020$423,000
+7.6%
7,2090.0%0.07%
-16.3%
Q1 2020$393,000
-14.0%
7,209
-0.7%
0.09%
+17.8%
Q4 2019$457,000
+1.8%
7,258
-0.6%
0.07%
-5.2%
Q3 2019$449,000
+0.2%
7,305
-5.3%
0.08%
-10.5%
Q2 2019$448,000
+3.0%
7,712
-0.6%
0.09%
-1.1%
Q1 2019$435,000
-15.0%
7,761
-18.2%
0.09%
-25.0%
Q4 2018$512,0000.0%9,4850.0%0.12%
+0.9%
Q3 2018$512,000
-9.7%
9,485
-13.8%
0.12%
-27.2%
Q2 2018$567,000
-15.4%
11,002
-13.6%
0.16%
-54.3%
Q1 2018$670,000
-7.3%
12,736
+0.2%
0.35%
-9.7%
Q4 2017$723,000
+6.5%
12,709
+1.0%
0.38%
+4.1%
Q3 2017$679,000
-3.1%
12,578
-1.4%
0.37%
-4.9%
Q2 2017$701,000
-4.0%
12,755
-4.7%
0.39%
-9.2%
Q1 2017$730,000
+2.0%
13,384
-3.3%
0.43%
-7.8%
Q4 2016$716,000
-3.2%
13,843
-0.5%
0.46%
-3.8%
Q3 2016$740,000
-4.3%
13,914
-0.8%
0.48%
-7.7%
Q2 2016$773,000
-11.0%
14,024
-14.4%
0.52%
-16.7%
Q1 2016$869,000
+1.2%
16,378
-3.8%
0.62%
+7.2%
Q4 2015$859,000
-0.3%
17,019
-6.8%
0.58%
-1.5%
Q3 2015$862,000
-6.0%
18,264
-5.2%
0.59%
+6.7%
Q2 2015$917,000
-10.2%
19,267
-8.1%
0.55%
-8.7%
Q1 2015$1,021,000
-2.1%
20,955
-3.0%
0.61%
-6.9%
Q4 2014$1,043,00021,5990.65%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2018
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