Sound View Wealth Advisors Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 839 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,845,251
+23.0%
41,349
+32.6%
0.35%
+16.8%
Q2 2023$2,313,177
+10.4%
31,187
+11.2%
0.30%
+5.2%
Q1 2023$2,095,649
+107.2%
28,050
+106.7%
0.29%
+34.6%
Q4 2022$1,011,477
+13.6%
13,568
+1.7%
0.21%
+7.0%
Q3 2022$890,000
-3.5%
13,342
+4.4%
0.20%
+3.6%
Q2 2022$922,000
+17.8%
12,778
+23.9%
0.19%
+29.5%
Q1 2022$783,000
+19.7%
10,315
+21.5%
0.15%
+20.2%
Q4 2021$654,000
+29.2%
8,488
+15.5%
0.12%
+17.0%
Q3 2021$506,000
+19.1%
7,348
+20.9%
0.11%
+19.1%
Q2 2021$425,000
+95.0%
6,076
+90.5%
0.09%
+74.5%
Q1 2021$218,0003,1890.05%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 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