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 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
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 Q4 2021
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