Capital Advisory Group Advisory Services, LLC - 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 539 filers reported holding SELECT SECTOR SPDR TR in Q1 2018. The put-call ratio across all filers is 1.91 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2022$7,0000.0%890.0%0.00%
+33.3%
Q1 2022$7,000
+16.7%
890.0%0.00%
+50.0%
Q3 2021$6,0000.0%890.0%0.00%0.0%
Q2 2021$6,000
-94.8%
89
-94.8%
0.00%
-95.6%
Q1 2021$116,000
+0.9%
1,699
+0.1%
0.04%
-6.2%
Q4 2020$115,000
-5.7%
1,698
-10.9%
0.05%
-23.8%
Q3 2020$122,000
-43.3%
1,905
-47.9%
0.06%
-47.5%
Q2 2020$215,000
-86.7%
3,658
-87.6%
0.12%
-94.0%
Q1 2020$1,612,000
+12300.0%
29,609
+13932.7%
2.00%
+28442.9%
Q4 2019$13,0000.0%211
+1.0%
0.01%
-22.2%
Q3 2019$13,000
+8.3%
209
+0.5%
0.01%
+12.5%
Q2 2019$12,0000.0%208
+1.0%
0.01%
-11.1%
Q1 2019$12,000
+20.0%
206
+0.5%
0.01%
+12.5%
Q4 2018$10,000
-54.5%
205
-48.5%
0.01%
-46.7%
Q3 2018$22,000
-65.1%
398
-67.9%
0.02%
-67.4%
Q2 2018$63,000
-3.1%
1,241
+0.7%
0.05%
-4.2%
Q1 2018$65,000–1,232–0.05%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2018
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