Rockbridge Investment Management, LCC - 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
Rockbridge Investment Management, LCC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$164,000
+13.1%
2,125
+1.2%
0.02%0.0%
Q3 2021$145,000
-1.4%
2,1000.0%0.02%
-4.0%
Q2 2021$147,000
+2.8%
2,1000.0%0.02%
-7.4%
Q1 2021$143,000
+0.7%
2,1000.0%0.03%
-6.9%
Q4 2020$142,000
+5.2%
2,1000.0%0.03%
-9.4%
Q3 2020$135,000
+9.8%
2,1000.0%0.03%0.0%
Q2 2020$123,0002,1000.03%
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