Sugarloaf Wealth Management, 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
Sugarloaf Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2022$1,00010.0%0.00%
Q2 2022$010.0%0.00%
Q1 2022$010.0%0.00%
Q4 2021$010.0%0.00%
Q3 2021$010.0%0.00%
Q2 2021$01
-99.5%
0.00%
Q1 2021$0202
+20100.0%
0.00%
Q4 2020$010.0%0.00%
Q3 2020$0
-100.0%
1
-97.2%
0.00%
-100.0%
Q2 2020$2,0000.0%360.0%0.00%0.0%
Q1 2020$2,0000.0%360.0%0.00%0.0%
Q4 2019$2,000360.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 6,785$467,00011.71%
J.Safra Asset Management Corp 476,263$32,785,0007.94%
Strategic Value Partners, LLC 720,000$49,565,0006.87%
Beaumont Capital Management, LLC 113,347$7,802,0006.69%
AGF Investments LLC 912,395$62,809,0006.20%
Conservest Capital Advisors, Inc. 686,225$47,240,0005.32%
Bellwether Advisors, LLC 214,597$14,772,0004.92%
Chicago Wealth Management, Inc. 90,823$6,252,0004.56%
Rothschild Capital Partners, LLC 201,575$13,876,0004.43%
Capital Advantage, Inc. 220,570$15,184,0004.10%
View complete list of SELECT SECTOR SPDR TR shareholders