Capital Planning Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 697 filers reported holding SELECT SECTOR SPDR TR in Q3 2019. The put-call ratio across all filers is 1.41 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2019$6,000
-97.7%
104
-97.8%
0.00%
-98.3%
Q2 2017$265,000
+6.4%
4,818
+5.5%
0.12%
-4.9%
Q1 2017$249,000
+5.5%
4,5680.0%0.12%
-2.4%
Q4 2016$236,000
-10.6%
4,568
-7.9%
0.13%
-10.6%
Q3 2016$264,000
-9.3%
4,960
-6.0%
0.14%
-13.0%
Q2 2016$291,000
-3.0%
5,276
-6.8%
0.16%
+12.5%
Q1 2016$300,000
+4.9%
5,6630.0%0.14%
-13.8%
Q4 2015$286,000
-1.0%
5,663
-7.5%
0.17%
-12.1%
Q3 2015$289,0006,1220.19%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2019
NameSharesValueWeighting ↓
J.Safra Asset Management Corp 66,284$860,00017.70%
Strategic Value Partners, LLC 720,000$55,519,00012.38%
Florin Court Capital LLP 245,300$18,915,00011.90%
PRUDENTIAL PLC 7,095,724$547,151,0007.49%
Conservest Capital Advisors, Inc. 660,918$50,963,0005.46%
Rothschild Capital Partners, LLC 220,720$17,020,0005.07%
Chicago Wealth Management, Inc. 93,985$7,247,0004.86%
AGF Investments LLC 693,154$53,449,0004.50%
RETIREMENT GUYS FORMULA LLC 69,517$5,360,0004.25%
Biltmore Wealth Management, LLC 145,121$11,190,0004.21%
View complete list of SELECT SECTOR SPDR TR shareholders