Roberts Wealth Advisors, LLC - 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
Roberts Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$692,580
-13.6%
10,262
-5.1%
0.30%
-13.6%
Q2 2023$801,926
-4.3%
10,812
-3.3%
0.35%
-8.1%
Q1 2023$837,941
+1.2%
11,180
+0.3%
0.38%
-4.0%
Q4 2022$828,185
+7.1%
11,151
-2.6%
0.40%
+5.3%
Q3 2022$773,000
-6.5%
11,452
+0.9%
0.38%
+5.6%
Q2 2022$827,000
-3.6%
11,350
+1.3%
0.36%
+7.1%
Q1 2022$858,000
-1.2%
11,199
-0.5%
0.34%
+7.3%
Q4 2021$868,000
+14.1%
11,255
+1.8%
0.31%
+4.0%
Q3 2021$761,00011,0590.30%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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