Icon Wealth Partners, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,046 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$228,665
+1.3%
3,323
+9.2%
0.03%
+8.3%
Q2 2023$225,709
-0.7%
3,0430.0%0.02%
-4.0%
Q1 2023$227,353
+12.6%
3,043
+16.2%
0.02%
+25.0%
Q4 2021$202,000
+3266.7%
2,618
+2280.0%
0.02%
+900.0%
Q1 2019$6,000
-98.5%
110
-98.6%
0.00%
-98.8%
Q3 2018$410,000
+6733.3%
7,599
+6808.2%
0.17%
+5600.0%
Q2 2018$6,0000.0%1100.0%0.00%0.0%
Q4 2017$6,0001100.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
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