HERITAGE WEALTH MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 982 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.79 and the average weighting 0.4%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2022$572,213
+886.6%
7,676
+781.3%
0.08%
+331.6%
Q3 2022$58,000
-99.9%
871
+29.4%
0.02%
+18.8%
Q2 2022$48,568,000
+95131.4%
673
+0.6%
0.02%
+14.3%
Q1 2022$51,000
+10.9%
669
+1.1%
0.01%
-12.5%
Q3 2021$46,000
-16.4%
662
-16.0%
0.02%
-23.8%
Q2 2021$55,0007880.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,210,032$70,956,00018.32%
NIPPON LIFE INSURANCE CO 10,684,740$627,087,00014.20%
Chicago Wealth Management, Inc. 161,382$9,463,00011.56%
Camarda Financial Advisors, LLC 106,122$6,223,0008.70%
Smart Portfolios, LLC 97,891$6,217,0006.92%
FIFTH THIRD SECURITIES, INC. 205,014$12,022,0006.62%
SEARCY FINANCIAL SERVICES INC /ADV 125,672$7,369,0006.14%
Private Wealth Advisors, LLC 147,714$8,662,0006.03%
Wechter Feldman Wealth Management, Inc. 111,123$6,516,0005.91%
AGF Investments LLC 973,036$57,059,0005.80%
View complete list of SELECT SECTOR SPDR TR shareholders