PERSONAL CFO SOLUTIONS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 847 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2022$1,635,385
+16.6%
21,937
+18.7%
0.35%
+25.4%
Q1 2022$1,402,000
+2.6%
18,477
+4.3%
0.28%
+7.8%
Q4 2021$1,366,000
+5.7%
17,716
-5.6%
0.26%
-3.4%
Q3 2021$1,292,000
+24.7%
18,774
+26.8%
0.26%
+25.0%
Q2 2021$1,036,000
-8.6%
14,805
-10.7%
0.21%
-13.5%
Q1 2021$1,133,000
-5.7%
16,586
-6.9%
0.24%
-17.5%
Q4 2020$1,201,000
+120000.0%
17,810
+1.3%
0.30%
-10.8%
Q3 2020$1,000
-99.9%
17,580
-14.7%
0.33%
-10.5%
Q4 2019$1,298,000
-2.4%
20,614
-4.8%
0.37%
-29.8%
Q3 2019$1,330,00021,6580.53%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2021
NameSharesValueWeighting ↓
WFA Asset Management Corp 332,708$22,893,64213.68%
Valence8 US LP 243,743$16,771,95610.61%
CVS HEALTH Corp 281,400$19,363,13410.35%
WestEnd Advisors, LLC 3,181,757$218,936,6826.58%
Granite Bay Wealth Management, LLC 8,919,693$652,8226.41%
Client First Capital LLC 118,618$8,162,0895.91%
Conservest Capital Advisors, Inc. 685,607$47,176,6095.69%
Spectrum Wealth Advisory Group, LLC 59,167$4,071,2895.63%
Quantitative Investment Management, LLC 509,466$35,0565.39%
Biltmore Wealth Management, LLC 156,718$10,783,7495.21%
View complete list of SELECT SECTOR SPDR TR shareholders