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 ↓
WFA Asset Management Corp 332,708$22,893,64213.68%
Valence8 US LP 243,743$16,771,95610.61%
CVS HEALTH Corp 281,400$19,363,13410.35%
WestEnd Advisors, LLC 3,181,757$218,936,6826.58%
Granite Bay Wealth Management, LLC 8,919,693$652,8226.41%
Client First Capital LLC 118,618$8,162,0895.91%
Conservest Capital Advisors, Inc. 685,607$47,176,6095.69%
Spectrum Wealth Advisory Group, LLC 59,167$4,071,2895.63%
Quantitative Investment Management, LLC 509,466$35,0565.39%
Biltmore Wealth Management, LLC 156,718$10,783,7495.21%
View complete list of SELECT SECTOR SPDR TR shareholders