Elwood & Goetz Wealth Advisory Group, 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
Elwood & Goetz Wealth Advisory Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,463,223
-6.4%
64,863
+0.9%
1.04%
-4.7%
Q2 2023$4,766,683
-2.2%
64,267
-1.5%
1.09%
-6.6%
Q1 2023$4,872,213
+4.9%
65,215
+4.7%
1.16%
-17.8%
Q4 2022$4,644,167
-12.1%
62,296
-21.3%
1.42%
-20.7%
Q3 2022$5,284,000
-7.1%
79,191
+0.5%
1.78%
-6.2%
Q2 2022$5,688,000
+989.7%
78,804
+1045.1%
1.90%
+1073.5%
Q1 2022$522,000
+3.0%
6,882
+4.8%
0.16%
+2.5%
Q4 2021$507,000
+38.5%
6,569
+23.5%
0.16%
+25.4%
Q3 2021$366,0005,3200.13%
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