Bernardo Wealth Planning LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 861 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.13 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$447,875
-26.4%
6,509
-20.7%
0.18%
-27.2%
Q2 2023$608,804
-15.1%
8,208
-14.4%
0.24%
-21.1%
Q1 2023$716,819
-90.1%
9,594
-90.1%
0.31%
-90.9%
Q4 2022$7,222,176
+23.8%
96,876
+14.4%
3.38%
+2.3%
Q3 2022$5,834,000
+1076.2%
84,668
+1050.7%
3.30%
+1628.3%
Q4 2020$496,000
+42.1%
7,358
+34.9%
0.19%
+21.7%
Q3 2020$349,000
+22.5%
5,455
+12.2%
0.16%
+2.6%
Q2 2020$285,000
+15.9%
4,862
+7.4%
0.15%
-10.5%
Q1 2020$246,000
-5.7%
4,526
+9.1%
0.17%
+8.2%
Q4 2019$261,000
+0.8%
4,147
-1.7%
0.16%
-16.0%
Q3 2019$259,000
+4.0%
4,220
-1.7%
0.19%
-3.6%
Q2 2019$249,000
+6.9%
4,293
+3.6%
0.20%
+5.4%
Q1 2019$233,0004,1440.18%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 7,872,387$530,993,00011.02%
Chicago Wealth Management, Inc. 163,101$11,001,00010.18%
Wechter Feldman Wealth Management, Inc. 198,264$13,373,0009.89%
J.Safra Asset Management Corp 254,732$17,182,0008.91%
AGF Investments LLC 972,305$65,582,0007.79%
Beaumont Capital Management, LLC 100,087$6,751,0006.75%
Smart Portfolios, LLC 95,058$6,411,0006.01%
FIFTH THIRD SECURITIES, INC. 182,576$12,315,0005.80%
Rothschild Capital Partners, LLC 237,709$16,033,0005.74%
Florin Court Capital LLP 165,200$11,143,0005.63%
View complete list of SELECT SECTOR SPDR TR shareholders