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 853 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.38 and the average weighting 0.3%.

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 Q3 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