Gradient Capital Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 565 filers reported holding SELECT SECTOR SPDR TR in Q4 2017. The put-call ratio across all filers is 2.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$858,937
-2.2%
12,483
+5.4%
0.36%
+2.0%
Q2 2023$878,276
-1.6%
11,841
-0.9%
0.35%
-7.1%
Q1 2023$892,440
-1.5%
11,945
-1.7%
0.38%
-8.0%
Q4 2022$906,115
+10.8%
12,154
-0.8%
0.41%
+5.4%
Q3 2022$818,000
-7.5%
12,255
+0.0%
0.39%
-7.8%
Q2 2022$884,000
-6.0%
12,251
-1.1%
0.42%
+6.5%
Q1 2022$940,000
-4.1%
12,392
-2.5%
0.40%
-2.5%
Q4 2021$980,000
+11.4%
12,714
-0.5%
0.41%
+1.0%
Q3 2021$880,000
+2.4%
12,779
+4.1%
0.40%
+0.2%
Q2 2021$859,000
+2.5%
12,2710.0%0.40%
-9.2%
Q1 2021$838,0000.0%12,271
-1.2%
0.44%
-7.1%
Q4 2020$838,000
+2.8%
12,418
-2.3%
0.48%
-6.1%
Q3 2020$815,000
+8.7%
12,715
-0.6%
0.51%
+0.4%
Q2 2020$750,000
+7.6%
12,7980.0%0.51%
-9.9%
Q1 2020$697,000
-14.4%
12,798
-1.0%
0.56%
-0.7%
Q4 2019$814,000
+1.9%
12,925
-0.6%
0.57%
-5.0%
Q3 2019$799,000
+5.4%
13,004
-0.3%
0.60%
+2.6%
Q2 2019$758,000
-8.7%
13,046
-11.9%
0.58%
-12.1%
Q1 2019$830,000
+10.4%
14,8010.0%0.66%
+1.8%
Q4 2018$752,000
-7.8%
14,801
-2.2%
0.65%
-5.5%
Q3 2018$816,000
-8.6%
15,138
-12.7%
0.69%
-17.1%
Q2 2018$893,000
-3.6%
17,337
-1.4%
0.83%
-10.3%
Q1 2018$926,000
-7.5%
17,5910.0%0.92%
-9.8%
Q4 2017$1,001,00017,5911.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2017
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