Key Client Fiduciary 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
Key Client Fiduciary Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$682,468
+12.7%
9,918
+21.5%
0.42%
+19.0%
Q2 2023$605,649
-21.4%
8,166
-20.9%
0.35%
-26.8%
Q1 2023$770,970
+39.2%
10,320
+38.9%
0.48%
+28.6%
Q4 2022$553,884
+55.1%
7,430
+39.0%
0.37%
+15.8%
Q3 2022$357,000
+17.4%
5,347
+26.8%
0.32%
+9.1%
Q2 2022$304,000
+13.9%
4,218
+20.0%
0.30%
+40.3%
Q1 2022$267,000
+12.2%
3,516
+14.0%
0.21%
+7.1%
Q4 2021$238,0003,0850.20%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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