Occidental Asset Management, LLC - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 503 filers reported holding SELECT SECTOR SPDR TR in Q4 2016. The put-call ratio across all filers is 3.10 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$230,428
-7.2%
3,107
-6.5%
0.05%
-16.1%
Q1 2023$248,239
-14.6%
3,323
-14.7%
0.06%
-21.5%
Q4 2022$290,538
+7.2%
3,897
-3.9%
0.08%
-2.5%
Q3 2022$271,000
-4.2%
4,054
+3.3%
0.08%
-3.6%
Q2 2022$283,000
-82.1%
3,925
-81.2%
0.08%
-79.3%
Q1 2022$1,584,000
+440.6%
20,871
+450.0%
0.40%
+478.6%
Q4 2021$293,000
-69.0%
3,795
-78.7%
0.07%
-90.9%
Q3 2016$946,000
-1.1%
17,777
+2.4%
0.77%
-7.9%
Q2 2016$957,000
+80.2%
17,361
+73.4%
0.84%
+30.8%
Q1 2016$531,000
+5.1%
10,0110.0%0.64%
-0.9%
Q4 2015$505,000
+7.0%
10,0110.0%0.65%
-2.3%
Q3 2015$472,000
-1.0%
10,0110.0%0.66%
+3.4%
Q2 2015$477,000
-2.3%
10,0110.0%0.64%
+4.8%
Q1 2015$488,000
+8.0%
10,0110.0%0.61%
-17.1%
Q3 2014$452,000
+1.1%
10,0110.0%0.74%
-3.9%
Q2 2014$447,000–10,011–0.77%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2016
NameSharesValueWeighting ↓
WFA Asset Management Corp 332,708$22,893,64213.68%
Valence8 US LP 243,743$16,771,95610.61%
CVS HEALTH Corp 281,400$19,363,13410.35%
WestEnd Advisors, LLC 3,181,757$218,936,6826.58%
Granite Bay Wealth Management, LLC 8,919,693$652,8226.41%
Client First Capital LLC 118,618$8,162,0895.91%
Conservest Capital Advisors, Inc. 685,607$47,176,6095.69%
Spectrum Wealth Advisory Group, LLC 59,167$4,071,2895.63%
Quantitative Investment Management, LLC 509,466$35,0565.39%
Biltmore Wealth Management, LLC 156,718$10,783,7495.21%
View complete list of SELECT SECTOR SPDR TR shareholders