Summit Financial, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,060 filers reported holding SELECT SECTOR SPDR TR in Q2 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$742,666
+10.5%
10,793
+19.1%
0.06%
+12.2%
Q2 2023$672,054
-99.7%
9,061
+90.1%
0.05%
-14.0%
Q1 2020$259,634,0004,7670.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 6,785$467,00011.71%
J.Safra Asset Management Corp 476,263$32,785,0007.94%
Strategic Value Partners, LLC 720,000$49,565,0006.87%
Beaumont Capital Management, LLC 113,347$7,802,0006.69%
AGF Investments LLC 912,395$62,809,0006.20%
Conservest Capital Advisors, Inc. 686,225$47,240,0005.32%
Bellwether Advisors, LLC 214,597$14,772,0004.92%
Chicago Wealth Management, Inc. 90,823$6,252,0004.56%
Rothschild Capital Partners, LLC 201,575$13,876,0004.43%
Capital Advantage, Inc. 220,570$15,184,0004.10%
View complete list of SELECT SECTOR SPDR TR shareholders