LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$303,426
+1279.2%
4,147
+1216.5%
0.06%
+687.5%
Q3 2021$22,000
-12.0%
315
+0.3%
0.01%
-20.0%
Q2 2021$25,000
+31.6%
314
+1.0%
0.01%
+11.1%
Q1 2021$19,0000.0%3110.0%0.01%0.0%
Q4 2020$19,000
-5.0%
311
+0.3%
0.01%
-25.0%
Q3 2020$20,000
+11.1%
310
+0.6%
0.01%
-7.7%
Q2 2020$18,000
+5.9%
308
+0.3%
0.01%
-13.3%
Q1 2020$17,000
-10.5%
307
+0.3%
0.02%0.0%
Q4 2019$19,000
+216.7%
306
+194.2%
0.02%
+150.0%
Q3 2019$6,0000.0%1040.0%0.01%
+20.0%
Q2 2019$6,000
+20.0%
1040.0%0.01%
+25.0%
Q1 2019$5,0000.0%1040.0%0.00%0.0%
Q4 2018$5,0001040.00%
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