BELLEVUE ASSET MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 861 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.13 and the average weighting 0.4%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$22,294
-7.2%
3240.0%0.02%0.0%
Q2 2023$24,031
-0.7%
3240.0%0.02%
-6.2%
Q1 2023$24,206
+0.8%
3240.0%0.02%
-15.8%
Q4 2022$24,008
+9.1%
3240.0%0.02%
+11.8%
Q3 2022$22,000
-4.3%
3240.0%0.02%0.0%
Q2 2022$23,000
-8.0%
3240.0%0.02%
+13.3%
Q1 2022$25,0000.0%3240.0%0.02%0.0%
Q4 2021$25,000
+8.7%
3240.0%0.02%
+7.1%
Q3 2021$23,0000.0%3240.0%0.01%0.0%
Q2 2021$23,000
+4.5%
3240.0%0.01%0.0%
Q1 2021$22,000
+4.8%
3240.0%0.01%
+7.7%
Q4 2020$21,000
-43.2%
324
-43.6%
0.01%
-50.0%
Q3 2020$37,000
-7.5%
574
-14.8%
0.03%
-36.6%
Q2 2020$40,0000.0%6740.0%0.04%
-2.4%
Q1 2020$40,000
+11.1%
674
+17.4%
0.04%
+50.0%
Q4 2019$36,0005740.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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