SOA Wealth Advisors, 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
SOA Wealth Advisors, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$308,893
-6.4%
4,489
+0.9%
0.08%0.0%
Q2 2023$330,128
-0.0%
4,451
+0.7%
0.08%
-4.9%
Q1 2023$330,285
+0.7%
4,421
+0.5%
0.08%
-8.0%
Q4 2022$328,090
+12.7%
4,401
+0.7%
0.09%0.0%
Q3 2022$291,000
-7.9%
4,371
-0.3%
0.09%
-5.4%
Q2 2022$316,000
-4.2%
4,383
+0.7%
0.09%
+16.2%
Q1 2022$330,000
-0.6%
4,354
+0.4%
0.08%0.0%
Q4 2021$332,000
+10.3%
4,335
-1.0%
0.08%
+3.9%
Q3 2021$301,000
-1.0%
4,378
+0.6%
0.08%
-1.3%
Q2 2021$304,000
+3.1%
4,353
+0.6%
0.08%
-6.0%
Q1 2021$295,000
+4.2%
4,326
+0.5%
0.08%
+7.8%
Q4 2020$283,0004,3050.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 7,872,387$530,993,00011.02%
Chicago Wealth Management, Inc. 163,101$11,001,00010.18%
Wechter Feldman Wealth Management, Inc. 198,264$13,373,0009.89%
J.Safra Asset Management Corp 254,732$17,182,0008.91%
AGF Investments LLC 972,305$65,582,0007.79%
Beaumont Capital Management, LLC 100,087$6,751,0006.75%
Smart Portfolios, LLC 95,058$6,411,0006.01%
FIFTH THIRD SECURITIES, INC. 182,576$12,315,0005.80%
Rothschild Capital Partners, LLC 237,709$16,033,0005.74%
Florin Court Capital LLP 165,200$11,143,0005.63%
View complete list of SELECT SECTOR SPDR TR shareholders