Concord Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$18,028
-7.2%
2620.0%0.00%0.0%
Q2 2023$19,433
-0.7%
2620.0%0.00%
-33.3%
Q1 2023$19,574
-32.8%
262
-33.0%
0.01%
-33.3%
Q4 2022$29,149
+53.4%
391
+49.2%
0.01%
+80.0%
Q2 2022$19,000
-5.0%
2620.0%0.01%0.0%
Q1 2022$20,0000.0%2620.0%0.01%0.0%
Q4 2021$20,000
+11.1%
2620.0%0.01%
-28.6%
Q3 2021$18,000
-18.2%
262
-17.4%
0.01%
+16.7%
Q2 2021$22,0000.0%3170.0%0.01%
-14.3%
Q1 2021$22,000
+46.7%
317
+44.7%
0.01%
-41.7%
Q4 2020$15,0002190.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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