Belpointe Asset Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 777 filers reported holding SELECT SECTOR SPDR TR in Q4 2019. The put-call ratio across all filers is 0.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$274,905
-63.5%
3,995
-60.7%
0.03%
-65.0%
Q2 2023$753,266
-83.6%
10,155
-83.5%
0.08%
-67.7%
Q1 2023$4,593,616
+341.9%
61,486
+340.9%
0.25%
+293.7%
Q4 2022$1,039,532
-31.4%
13,944
-38.6%
0.06%
-38.2%
Q3 2022$1,515,000
+23.8%
22,719
+33.9%
0.10%
+24.4%
Q2 2022$1,224,000
-34.4%
16,966
-31.1%
0.08%
-27.4%
Q1 2022$1,867,000
-54.5%
24,614
-53.8%
0.11%
-55.9%
Q4 2021$4,106,000
-48.5%
53,250
-54.0%
0.26%
-52.9%
Q3 2021$7,976,000
+551.6%
115,863
+562.6%
0.54%
+518.2%
Q2 2021$1,224,000
-24.4%
17,486
-26.3%
0.09%
-36.7%
Q1 2021$1,620,000
-62.1%
23,714
-62.6%
0.14%
-63.8%
Q4 2020$4,280,000
+224.5%
63,458
+182.2%
0.38%
+326.7%
Q3 2020$1,319,000
+106.4%
22,489
+106.2%
0.09%
+8.4%
Q2 2020$639,000
-8.5%
10,907
-14.9%
0.08%
-32.0%
Q1 2020$698,000
-38.3%
12,815
-28.8%
0.12%
-15.3%
Q4 2019$1,132,000
-5.4%
17,986
-7.7%
0.14%
-25.8%
Q3 2019$1,197,000
+22.0%
19,492
+15.4%
0.19%
+0.5%
Q2 2019$981,000
+43.0%
16,886
+24.9%
0.19%
+10.9%
Q4 2018$686,000
+3.6%
13,519
+10.1%
0.17%
+65.7%
Q3 2018$662,000
+121.4%
12,281
+111.6%
0.10%
+25.0%
Q2 2018$299,000
-60.1%
5,805
-55.9%
0.08%
-48.8%
Q4 2017$749,000
+133.3%
13,157
+120.9%
0.16%
+118.7%
Q3 2017$321,0005,9550.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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