Castleview Partners, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$511,222
-67.8%
7,430
-65.2%
0.47%
-66.9%
Q2 2023$1,585,310
+248.7%
21,374
+251.3%
1.43%
+254.3%
Q1 2023$454,610
+29.8%
6,085
+29.5%
0.40%
+18.2%
Q4 2022$350,310
+32.7%
4,699
+18.9%
0.34%
+35.3%
Q3 2022$264,000
-89.9%
3,952
+20700.0%
0.25%
+12500.0%
Q2 2022$2,611,000
+726.3%
19
-99.5%
0.00%
-99.0%
Q1 2022$316,000
-92.8%
4,166
-98.8%
0.20%
+462.9%
Q4 2021$4,366,000
+1632.5%
336,662
+9254.3%
0.04%
-68.2%
Q2 2021$252,0003,5990.11%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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