Capital Asset Advisory Services LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 751 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2022$50,000
+233.3%
746
+250.2%
0.01%
+250.0%
Q2 2022$15,000
-16.7%
213
-10.5%
0.00%0.0%
Q1 2022$18,0000.0%2380.0%0.00%0.0%
Q4 2021$18,000
-98.4%
238
-98.6%
0.00%
-98.4%
Q3 2021$1,161,000
+15.8%
16,870
+17.6%
0.13%
+17.3%
Q2 2021$1,003,000
+8.9%
14,340
+6.3%
0.11%
-19.7%
Q1 2021$921,000
+32.3%
13,489
+30.8%
0.14%
+10.5%
Q4 2020$696,000
+3.7%
10,313
-1.4%
0.12%
-12.1%
Q3 2020$671,000
+19.0%
10,464
+19.3%
0.14%
+6.0%
Q4 2019$564,000
+173.8%
8,768
+141.7%
0.13%
-28.9%
Q4 2017$206,0003,6270.19%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2020
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