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 982 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.79 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 Q4 2021
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