9258 Wealth Management, 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
9258 Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$953,500
-8.1%
13,857
-0.9%
0.18%
-5.1%
Q2 2023$1,037,434
+9.2%
13,987
+10.0%
0.20%
+1.6%
Q1 2023$950,037
+18.2%
12,716
+17.9%
0.19%
+10.3%
Q4 2022$803,927
+27.2%
10,784
+13.8%
0.17%
+7.4%
Q3 2022$632,000
+154.8%
9,474
+137.4%
0.16%
+72.3%
Q3 2020$248,000
-42.9%
3,990
-46.1%
0.09%
-46.6%
Q2 2020$434,000
+9.3%
7,397
+9.7%
0.18%
+0.6%
Q1 2020$397,000
-48.0%
6,745
-44.3%
0.18%
-37.5%
Q4 2019$763,000
+2.6%
12,1180.0%0.28%
-51.7%
Q3 2019$744,000
+0.3%
12,118
-5.2%
0.58%
-3.0%
Q2 2019$742,000
+5.0%
12,780
+1.5%
0.60%
-0.5%
Q1 2019$707,000
+57.5%
12,597
+42.4%
0.60%
+38.5%
Q4 2018$449,0008,8490.43%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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