HERBST GROUP, 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
HERBST GROUP, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$265,538
-7.7%
3,859
-0.5%
0.19%
-4.5%
Q2 2023$287,706
-0.7%
3,8790.0%0.20%
-2.9%
Q1 2023$289,801
-13.2%
3,879
-13.4%
0.20%
-24.1%
Q4 2022$333,910
+11.7%
4,4790.0%0.27%
+10.2%
Q3 2022$299,000
-8.8%
4,4790.0%0.24%
-5.4%
Q2 2022$328,000
-3.8%
4,479
-0.2%
0.26%
+16.1%
Q1 2022$341,000
+32.7%
4,489
+34.6%
0.22%
+41.1%
Q4 2021$257,0003,3360.16%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 6,785$467,00011.71%
J.Safra Asset Management Corp 476,263$32,785,0007.94%
Strategic Value Partners, LLC 720,000$49,565,0006.87%
Beaumont Capital Management, LLC 113,347$7,802,0006.69%
AGF Investments LLC 912,395$62,809,0006.20%
Conservest Capital Advisors, Inc. 686,225$47,240,0005.32%
Bellwether Advisors, LLC 214,597$14,772,0004.92%
Chicago Wealth Management, Inc. 90,823$6,252,0004.56%
Rothschild Capital Partners, LLC 201,575$13,876,0004.43%
Capital Advantage, Inc. 220,570$15,184,0004.10%
View complete list of SELECT SECTOR SPDR TR shareholders