Berman Capital 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
Berman Capital Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2021$327,000
-1.8%
4,7600.0%0.05%
-3.8%
Q2 2021$333,000
+2.5%
4,7600.0%0.05%
-22.1%
Q1 2021$325,000
+1.2%
4,7600.0%0.07%
-11.7%
Q4 2020$321,000
+5.2%
4,7600.0%0.08%
-11.5%
Q3 2020$305,000
+9.3%
4,7600.0%0.09%
+19.2%
Q2 2020$279,000
+7.7%
4,7600.0%0.07%
-13.1%
Q1 2020$259,000
-13.4%
4,7600.0%0.08%
-2.3%
Q4 2019$299,000
+2.4%
4,7600.0%0.09%
-5.5%
Q3 2019$292,000
+5.8%
4,7600.0%0.09%
+3.4%
Q2 2019$276,000
+3.4%
4,7600.0%0.09%
-1.1%
Q1 2019$267,000
+10.8%
4,7600.0%0.09%
-6.3%
Q4 2018$241,0004,7600.10%
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