Jackson, Grant Investment Advisers, Inc. - 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
Jackson, Grant Investment Advisers, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$801,739
-8.4%
11,651
-1.3%
0.39%
-4.9%
Q2 2023$875,351
-0.3%
11,802
+0.5%
0.41%
-1.5%
Q1 2023$877,801
+0.5%
11,749
+0.3%
0.41%
-2.4%
Q4 2022$873,320
+12.3%
11,715
+0.5%
0.42%
+3.7%
Q3 2022$778,000
-7.2%
11,662
+0.4%
0.41%
-1.9%
Q2 2022$838,000
-4.4%
11,615
+0.5%
0.42%
+12.5%
Q1 2022$877,000
-1.2%
11,556
+0.3%
0.37%
-18.4%
Q4 2021$888,000
+12.5%
11,519
+0.5%
0.45%
+28.8%
Q3 2021$789,000
-1.3%
11,464
+0.4%
0.35%0.0%
Q2 2021$799,000
-4.8%
11,414
-7.0%
0.35%
-9.1%
Q1 2021$839,000
+1.7%
12,276
+0.3%
0.39%
-8.3%
Q4 2020$825,000
-24.4%
12,234
-28.1%
0.42%
-35.8%
Q3 2020$1,091,000
+9.9%
17,016
+0.4%
0.66%
+3.8%
Q2 2020$993,000
+8.1%
16,941
+0.4%
0.63%
-6.8%
Q1 2020$919,000
-20.7%
16,872
-8.3%
0.68%
+8.0%
Q4 2019$1,159,000
+4.9%
18,396
+2.3%
0.63%0.0%
Q3 2019$1,105,000
+6.4%
17,985
+0.5%
0.63%
+3.6%
Q2 2019$1,039,000
-0.3%
17,899
-3.6%
0.61%
-3.0%
Q1 2019$1,042,000
+16.3%
18,562
+5.3%
0.62%
-0.8%
Q4 2018$896,000
-8.3%
17,635
-2.6%
0.63%
+2.9%
Q3 2018$977,000
+11.7%
18,115
+6.6%
0.61%
+1.7%
Q2 2018$875,000
-17.6%
16,988
-15.8%
0.60%
-19.0%
Q1 2018$1,062,000
-16.0%
20,181
-9.2%
0.74%
-13.1%
Q4 2017$1,264,000
+18.5%
22,224
+12.4%
0.86%
+10.9%
Q3 2017$1,067,000
-2.9%
19,765
-1.2%
0.77%
-9.6%
Q2 2017$1,099,000
+1.5%
20,005
+0.9%
0.85%
-1.8%
Q1 2017$1,083,000
+4.4%
19,834
-1.1%
0.87%
-1.5%
Q4 2016$1,037,000
-8.7%
20,061
-6.0%
0.88%
-6.1%
Q3 2016$1,136,000
-12.7%
21,349
-9.6%
0.94%
-18.2%
Q2 2016$1,302,000
+13.6%
23,606
+9.3%
1.15%
+9.6%
Q1 2016$1,146,000
+88.8%
21,595
+79.7%
1.05%
+81.1%
Q4 2015$607,00012,0160.58%
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