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 1,019 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.52 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 Q3 2023
NameSharesValueWeighting ↓
Florin Court Capital LLP 221,100$16,779,00016.25%
J.Safra Asset Management Corp 56,279$741,00013.79%
Tairen Capital Ltd 1,076,856$81,723,00010.36%
WFA Asset Management Corp 167,835$12,737,0358.34%
Rothschild Capital Partners, LLC 261,257$19,827,0006.95%
Danda Trouve Investment Management, Inc. 71,427$5,421,0006.78%
Client First Capital LLC 110,674$8,399,0005.65%
Conservest Capital Advisors, Inc. 658,017$49,937,0005.53%
Chicago Wealth Management, Inc. 96,508$7,324,0004.92%
IronBridge Private Wealth, LLC 104,105$7,900,0004.87%
View complete list of SELECT SECTOR SPDR TR shareholders