GREAT VALLEY ADVISOR GROUP, INC. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 24 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,564,620
-24.4%
22,732
-18.5%
0.06%
-25.3%
Q2 2023$2,069,417
-4.6%
27,903
-3.9%
0.09%
-13.9%
Q1 2023$2,169,580
-46.8%
29,034
-46.9%
0.10%
-51.4%
Q4 2022$4,075,313
+21.6%
54,663
+8.8%
0.21%
+10.6%
Q3 2022$3,352,000
-70.9%
50,231
-68.5%
0.19%
-70.3%
Q2 2022$11,526,000
+39.4%
159,684
+46.9%
0.63%
+31.3%
Q1 2022$8,271,000
+252.1%
108,729
+239.7%
0.48%
+232.4%
Q4 2021$2,349,000
+103.6%
32,009
+91.0%
0.14%
+81.2%
Q3 2021$1,154,000
-6.7%
16,763
-7.1%
0.08%
-12.1%
Q2 2021$1,237,000
-17.1%
18,046
-17.4%
0.09%
-36.8%
Q1 2021$1,492,000
-49.6%
21,841
-50.2%
0.14%
-52.9%
Q4 2020$2,960,000
+7.2%
43,887
+1.8%
0.31%
-9.7%
Q3 2020$2,762,000
+8.8%
43,091
-0.5%
0.34%
-18.5%
Q2 2020$2,539,000
+118.1%
43,305
+102.7%
0.42%
+35.1%
Q1 2020$1,164,000
-6.7%
21,360
+7.8%
0.31%
+10.8%
Q4 2019$1,248,000
-6.0%
19,819
-8.4%
0.28%
-13.1%
Q3 2019$1,327,000
+14.2%
21,631
+8.1%
0.32%
+9.6%
Q2 2019$1,162,00020,0140.29%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 82,241$4,480,00010.94%
SEARCY FINANCIAL SERVICES INC /ADV 136,762$7,449,00010.57%
Chicago Wealth Management, Inc. 146,796$7,996,0009.45%
SWARTHMORE GROUP INC 23,450$1,277,0006.76%
JANICZEK WEALTH MANAGEMENT, LLC 219,956$11,981,0006.75%
Private Wealth Advisors, LLC 142,418$7,758,0006.36%
Capital Advantage, Inc. 262,606$15,888,0006.21%
Conservest Capital Advisors, Inc. 631,878$34,418,0005.70%
SL ADVISORS, LLC 23,921$1,303,0005.67%
Danda Trouve Investment Management, Inc. 49,362$2,689,0005.58%
View complete list of SELECT SECTOR SPDR TR shareholders