VALLEY NATIONAL ADVISERS INC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 536 filers reported holding SELECT SECTOR SPDR TR in Q1 2018. The put-call ratio across all filers is 1.91 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$39
-7.1%
5660.0%0.01%0.0%
Q2 2023$42
-4.5%
5660.0%0.01%
-12.5%
Q1 2023$44
+4.8%
5660.0%0.01%0.0%
Q4 2022$42
-99.9%
5660.0%0.01%0.0%
Q3 2022$39,000
-4.9%
5660.0%0.01%
-11.1%
Q2 2022$41,000
-4.7%
5660.0%0.01%
+12.5%
Q1 2022$43,000
-2.3%
5660.0%0.01%0.0%
Q4 2021$44,000
+12.8%
5660.0%0.01%
+14.3%
Q3 2021$39,0000.0%566
+0.7%
0.01%0.0%
Q2 2021$39,000
+5.4%
562
+3.1%
0.01%0.0%
Q1 2021$37,0000.0%5450.0%0.01%
-12.5%
Q4 2020$37,000
+5.7%
5450.0%0.01%0.0%
Q3 2020$35,000
+9.4%
5450.0%0.01%
+14.3%
Q2 2020$32,000
+3100.0%
545
+4441.7%
0.01%
Q4 2019$1,00012
+33.3%
0.00%
Q2 2018$090.0%0.00%
Q1 2018$090.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2018
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