BCS Wealth Management - 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 772 filers reported holding SELECT SECTOR SPDR TR in Q2 2020. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.

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Quarter-by-quarter ownership
BCS Wealth Management ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$469
-9.5%
6,120
-9.7%
0.23%
+37.3%
Q1 2024$518
+22.2%
6,779
+15.0%
0.17%
+6.4%
Q4 2023$424
+14.6%
5,893
+9.7%
0.16%
+1.3%
Q3 2023$370
-5.6%
5,372
+1.7%
0.15%
-46.2%
Q2 2023$392
+3.4%
5,282
+4.0%
0.29%
+67.3%
Q1 2023$379
-62.4%
5,078
-62.4%
0.17%
-59.5%
Q4 2022$1,007
-99.9%
13,504
-3.7%
0.42%
-4.1%
Q3 2022$936,000
+5.1%
14,022
+13.6%
0.44%
+11.1%
Q2 2022$891,000
-0.8%
12,344
+4.3%
0.40%
+6.5%
Q1 2022$898,000
-1.5%
11,8300.0%0.37%
+13.8%
Q4 2021$912,000
+12.0%
11,8300.0%0.33%
-5.2%
Q3 2021$814,000
-1.1%
11,830
+0.5%
0.34%
-21.1%
Q2 2021$823,000
+2.4%
11,7680.0%0.44%
+14.4%
Q1 2021$804,000
+1.3%
11,7680.0%0.38%
-7.3%
Q4 2020$794,000
+5.3%
11,7680.0%0.41%
-3.3%
Q3 2020$754,000
+9.3%
11,7680.0%0.43%
+3.1%
Q2 2020$690,000
+7.6%
11,7680.0%0.41%
-8.0%
Q1 2020$641,000
-13.5%
11,7680.0%0.45%
-9.1%
Q4 2019$741,000–11,768–0.49%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2020
NameSharesValueWeighting ↓
Trident Investment Management, LLC 105,480$4,199,00031.43%
TIEDEMANN TRUST CO 3,044,038$120,684,00020.75%
Giralda Advisors, LLC 632,300$25,166,00011.91%
TIEDEMANN ADVISORS, LLC 87,262$3,473,0006.97%
SWARTHMORE GROUP INC 1,359,375$54,103,0006.92%
Pinnacle Advisory Group, Inc. 1,022,613$40,700,0004.76%
Thornmark Asset Management Inc. 39,290$1,564,0004.50%
Eclectica Asset Management LLP 100,600$4,004,0003.17%
FCA CORP /TX 122,267$4,871,0002.90%
United Asset Strategies, Inc. 83,538$3,325,0002.11%
View complete list of SELECT SECTOR SPDR TR shareholders