LYELL WEALTH MANAGEMENT, LP - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 982 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.79 and the average weighting 0.4%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$412,791
-20.2%
5,999
-13.9%
0.06%
-15.2%
Q2 2023$516,965
-4.0%
6,970
-3.3%
0.07%
-12.0%
Q1 2023$538,286
-32.3%
7,205
-32.4%
0.08%
-40.0%
Q4 2022$794,554
+8.8%
10,658
-2.5%
0.12%
+0.8%
Q3 2022$730,000
-3.1%
10,933
+4.9%
0.12%
+0.8%
Q2 2022$753,000
-6.8%
10,426
-2.1%
0.12%
+18.3%
Q1 2022$808,000
-22.4%
10,649
-21.1%
0.10%
-12.6%
Q4 2021$1,041,000
+6.2%
13,505
-5.1%
0.12%0.0%
Q3 2021$980,000
+4.7%
14,229
+6.4%
0.12%
+2.6%
Q2 2021$936,000
+12.8%
13,379
+10.1%
0.12%
-4.1%
Q1 2021$830,000
+3.6%
12,149
+2.2%
0.12%
-5.5%
Q4 2020$801,000
+6.1%
11,882
+0.9%
0.13%
-9.2%
Q3 2020$755,000
+29.1%
11,773
+18.0%
0.14%
+10.2%
Q2 2020$585,000
+170.8%
9,980
+137.6%
0.13%
+62.0%
Q2 2018$216,000
-20.0%
4,200
-18.1%
0.08%
-21.0%
Q1 2018$270,000
-58.5%
5,130
-55.1%
0.10%
-61.4%
Q4 2017$651,000
-56.2%
11,435
-58.4%
0.26%
-59.6%
Q3 2017$1,485,000
-3.0%
27,505
-1.3%
0.64%
-14.0%
Q2 2017$1,531,000
+9.2%
27,860
+8.4%
0.74%
-1.8%
Q1 2017$1,402,000
-13.0%
25,695
-17.5%
0.76%
-24.2%
Q4 2016$1,611,00031,1451.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 7,872,387$530,993,00011.02%
Chicago Wealth Management, Inc. 163,101$11,001,00010.18%
Wechter Feldman Wealth Management, Inc. 198,264$13,373,0009.89%
J.Safra Asset Management Corp 254,732$17,182,0008.91%
AGF Investments LLC 972,305$65,582,0007.79%
Beaumont Capital Management, LLC 100,087$6,751,0006.75%
Smart Portfolios, LLC 95,058$6,411,0006.01%
FIFTH THIRD SECURITIES, INC. 182,576$12,315,0005.80%
Rothschild Capital Partners, LLC 237,709$16,033,0005.74%
Florin Court Capital LLP 165,200$11,143,0005.63%
View complete list of SELECT SECTOR SPDR TR shareholders