Sound Income Strategies, 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
Sound Income Strategies, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$3,21343
+4200.0%
0.00%
Q3 2022$0
-100.0%
1
-99.2%
0.00%
-100.0%
Q2 2021$9,000
-99.9%
1300.0%0.00%
-50.0%
Q1 2021$8,880,000
+98566.7%
1300.0%0.00%0.0%
Q4 2020$9,000
+12.5%
1300.0%0.00%0.0%
Q3 2020$8,0000.0%1300.0%0.00%0.0%
Q2 2020$8,0000.0%130
-15.6%
0.00%
-33.3%
Q1 2020$8,000
-20.0%
1540.0%0.00%
+50.0%
Q4 2019$10,000
+11.1%
154
+0.7%
0.00%
-33.3%
Q3 2019$9,0000.0%1530.0%0.00%0.0%
Q2 2019$9,0000.0%1530.0%0.00%
-25.0%
Q1 2019$9,000
+12.5%
1530.0%0.00%0.0%
Q4 2018$8,0000.0%1530.0%0.00%0.0%
Q3 2018$8,000
+14.3%
153
+17.7%
0.00%0.0%
Q2 2018$7,000
-12.5%
130
-18.2%
0.00%
-20.0%
Q1 2018$8,000
+14.3%
159
+22.3%
0.01%0.0%
Q4 2017$7,0001300.01%
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