SIMON QUICK ADVISORS, LLC - 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
SIMON QUICK ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$220,556
-7.2%
3,2050.0%0.02%
-4.5%
Q2 2023$237,737
-3.1%
3,205
-2.4%
0.02%
-18.5%
Q1 2023$245,369
-19.9%
3,284
-20.1%
0.03%
-25.0%
Q4 2022$306,422
+1432.1%
4,110
+1439.3%
0.04%
+500.0%
Q1 2022$20,0000.0%267
+0.8%
0.01%
+20.0%
Q4 2021$20,000
+11.1%
265
+0.8%
0.01%0.0%
Q3 2021$18,0000.0%263
+0.8%
0.01%0.0%
Q2 2021$18,000
+38.5%
261
+35.9%
0.01%
+25.0%
Q1 2021$13,0000.0%192
+0.5%
0.00%0.0%
Q4 2020$13,000
+8.3%
191
+1.1%
0.00%
+33.3%
Q3 2020$12,000
+9.1%
189
+0.5%
0.00%
-25.0%
Q2 2020$11,000
-71.8%
188
-73.9%
0.00%
-71.4%
Q1 2020$39,000
-29.1%
721
-31.4%
0.01%
-39.1%
Q1 2018$55,000
-5.2%
1,051
+5.1%
0.02%
-11.5%
Q4 2017$58,000
+1833.3%
1,000
+1860.8%
0.03%
+2500.0%
Q3 2017$3,000510.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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