Pensionmark Financial Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,099 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.57 and the average weighting 0.5%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2022$348,714
+36.2%
4,678
+37.8%
0.08%
+48.1%
Q2 2022$256,000
-0.8%
3,394
-0.0%
0.05%0.0%
Q1 2022$258,000
-0.8%
3,395
-1.5%
0.05%0.0%
Q4 2021$260,000
-9.1%
3,445
-34.5%
0.05%
-59.4%
Q1 2020$286,0005,2580.13%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
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