Hefty Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 536 filers reported holding SELECT SECTOR SPDR TR in Q1 2018. The put-call ratio across all filers is 1.91 and the average weighting 0.4%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2018$1,328,000
-11.9%
25,228
-4.8%
0.86%
-8.4%
Q4 2017$1,507,000
+9.4%
26,492
+3.9%
0.93%
+2.5%
Q3 2017$1,377,000
-26.1%
25,502
-29.3%
0.91%
-41.7%
Q4 2016$1,864,000
-18.5%
36,050
-16.2%
1.56%
-10.1%
Q3 2016$2,288,000
+10300.0%
43,009
+10238.7%
1.74%
+8171.4%
Q1 2016$22,000
-98.2%
416
-98.2%
0.02%
-98.2%
Q4 2015$1,198,00023,7461.14%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2018
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