Clearstead Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 861 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.13 and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$58,396
+85.9%
848
+100.0%
0.00%0.0%
Q2 2023$31,418
-70.4%
424
-70.2%
0.00%
-75.0%
Q1 2023$106,300
+0.2%
1,423
+0.1%
0.01%0.0%
Q4 2022$106,039
-2.7%
1,422
-13.0%
0.01%
-20.0%
Q3 2022$109,000
-7.6%
1,635
+0.1%
0.01%
+11.1%
Q2 2022$118,000
-23.9%
1,634
-19.7%
0.01%
-18.2%
Q1 2022$155,000
+64.9%
2,036
+67.7%
0.01%
+83.3%
Q4 2021$94,000
-39.4%
1,214
-46.1%
0.01%
-50.0%
Q3 2021$155,000
+1191.7%
2,252
+1165.2%
0.01%
+1100.0%
Q2 2021$12,0000.0%1780.0%0.00%0.0%
Q1 2021$12,0000.0%1780.0%0.00%0.0%
Q4 2020$12,000
+9.1%
1780.0%0.00%0.0%
Q3 2020$11,0001780.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Florin Court Capital LLP 221,100$16,779,00016.25%
J.Safra Asset Management Corp 56,279$741,00013.79%
Tairen Capital Ltd 1,076,856$81,723,00010.36%
WFA Asset Management Corp 167,835$12,737,0358.34%
Rothschild Capital Partners, LLC 261,257$19,827,0006.95%
Danda Trouve Investment Management, Inc. 71,427$5,421,0006.78%
Client First Capital LLC 110,674$8,399,0005.65%
Conservest Capital Advisors, Inc. 658,017$49,937,0005.53%
Chicago Wealth Management, Inc. 96,508$7,324,0004.92%
IronBridge Private Wealth, LLC 104,105$7,900,0004.87%
View complete list of SELECT SECTOR SPDR TR shareholders