AE Wealth Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 694 filers reported holding SELECT SECTOR SPDR TR in Q3 2019. The put-call ratio across all filers is 1.41 and the average weighting 0.6%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$16,452,449
+0.9%
239,100
+8.7%
0.10%0.0%
Q2 2023$16,311,698
-3.6%
219,923
-2.9%
0.10%
-10.1%
Q1 2023$16,929,347
+3.4%
226,601
+3.2%
0.11%
-7.6%
Q4 2022$16,365,578
+5.8%
219,525
-5.3%
0.12%
-4.1%
Q3 2022$15,467,000
+13.1%
231,784
+22.4%
0.12%
+12.8%
Q2 2022$13,670,000
-7.2%
189,394
-2.4%
0.11%
+7.9%
Q1 2022$14,734,000
+56.5%
194,148
+59.1%
0.10%
+53.0%
Q4 2021$9,412,000
+83.6%
122,061
+63.9%
0.07%
+57.1%
Q3 2021$5,126,000
+57.2%
74,469
+59.8%
0.04%
+50.0%
Q2 2021$3,261,000
+9.1%
46,601
+6.5%
0.03%
-6.7%
Q1 2021$2,988,000
-49.2%
43,748
-49.8%
0.03%
-55.2%
Q4 2020$5,880,000
+1.5%
87,177
-3.6%
0.07%
-19.3%
Q3 2020$5,794,000
+54.1%
90,397
+41.0%
0.08%
+43.1%
Q2 2020$3,760,000
-10.2%
64,112
-16.6%
0.06%
-39.6%
Q1 2020$4,189,000
+60.9%
76,898
+86.0%
0.10%
+68.4%
Q4 2019$2,604,000
+132.7%
41,347
+127.0%
0.06%
+78.1%
Q3 2019$1,119,000
-25.4%
18,216
-29.5%
0.03%
-28.9%
Q2 2019$1,501,000
+259.1%
25,840
+247.1%
0.04%
+55.2%
Q1 2019$418,000
-21.0%
7,444
-28.5%
0.03%
-68.1%
Q4 2018$529,000
+36.7%
10,408
+45.1%
0.09%
+333.3%
Q3 2018$387,000
+56.0%
7,172
+49.0%
0.02%
+23.5%
Q2 2018$248,000
+24.0%
4,814
+36.7%
0.02%
-5.6%
Q4 2017$200,000
-43.5%
3,522
-46.3%
0.02%
-45.5%
Q3 2017$354,000
-11.7%
6,557
-10.1%
0.03%
-31.2%
Q2 2017$401,0007,2940.05%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2019
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