Summit Trail 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
Summit Trail Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$24,310,116
+6.8%
353,293
+15.1%
0.89%
+4.1%
Q2 2023$22,756,349
-3.3%
306,813
-2.6%
0.86%
-9.4%
Q1 2023$23,538,337
-1.5%
315,063
-1.7%
0.95%
-10.7%
Q4 2022$23,894,588
+118.9%
320,518
+95.9%
1.06%
+79.8%
Q3 2022$10,916,000
+113.9%
163,588
+131.4%
0.59%
+86.7%
Q2 2022$5,103,000
+11.7%
70,697
+17.4%
0.32%
-14.6%
Q1 2022$4,569,000
-45.9%
60,202
-45.1%
0.37%
-32.1%
Q4 2021$8,452,000
-4.2%
109,615
-14.5%
0.54%
-17.7%
Q3 2021$8,820,000
-9.1%
128,130
-7.6%
0.66%
-22.0%
Q2 2021$9,698,000
-36.4%
138,600
-37.9%
0.85%
-48.3%
Q1 2021$15,238,000
-7.8%
223,065
-9.0%
1.64%
-21.2%
Q4 2020$16,536,000
+21.1%
245,165
+19.6%
2.08%
-21.1%
Q3 2020$13,658,000205,0452.64%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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