Bison Wealth, 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
Bison Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$336,568
+2.7%
4,891
+10.7%
0.06%
+6.6%
Q2 2023$327,819
+106.2%
4,420
+100.7%
0.06%
-33.0%
Q2 2022$159,000
-4.8%
2,202
+0.1%
0.09%
+7.1%
Q1 2022$167,000
+14.4%
2,200
+15.9%
0.08%0.0%
Q4 2021$146,000
+7.4%
1,899
-4.0%
0.08%
+37.1%
Q3 2021$136,000
-12.3%
1,978
-10.9%
0.06%
-8.8%
Q2 2021$155,000
+8.4%
2,220
+5.7%
0.07%
+11.5%
Q1 2021$143,000
+7.5%
2,100
+6.2%
0.06%
-1.6%
Q4 2020$133,000
+4.7%
1,978
-0.3%
0.06%
-17.3%
Q3 2020$127,000
-5.2%
1,983
-13.2%
0.08%
-11.8%
Q2 2020$134,000
+4.7%
2,285
-3.1%
0.08%
-8.6%
Q1 2020$128,000
-23.8%
2,357
-11.8%
0.09%
+16.2%
Q4 2019$168,000
-38.0%
2,673
-43.9%
0.08%
-59.8%
Q4 2017$271,000
+10.2%
4,763
+6.5%
0.20%
-2.0%
Q2 2017$246,000
-2.8%
4,471
-3.6%
0.20%
-6.9%
Q1 2017$253,000
+5.4%
4,636
+0.0%
0.22%
+6.9%
Q4 2016$240,000
-1.2%
4,634
+1.6%
0.20%
-1.0%
Q3 2016$243,000
-3.6%
4,5610.0%0.21%
+35.5%
Q2 2016$252,000
+4.1%
4,5610.0%0.15%
-2.6%
Q1 2016$242,000
+3.0%
4,561
-2.0%
0.16%
+16.4%
Q4 2015$235,000
+9.8%
4,652
+2.4%
0.13%
-5.0%
Q3 2015$214,0004,5420.14%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 7,872,387$530,993,00011.02%
Chicago Wealth Management, Inc. 163,101$11,001,00010.18%
Wechter Feldman Wealth Management, Inc. 198,264$13,373,0009.89%
J.Safra Asset Management Corp 254,732$17,182,0008.91%
AGF Investments LLC 972,305$65,582,0007.79%
Beaumont Capital Management, LLC 100,087$6,751,0006.75%
Smart Portfolios, LLC 95,058$6,411,0006.01%
FIFTH THIRD SECURITIES, INC. 182,576$12,315,0005.80%
Rothschild Capital Partners, LLC 237,709$16,033,0005.74%
Florin Court Capital LLP 165,200$11,143,0005.63%
View complete list of SELECT SECTOR SPDR TR shareholders