Selective Wealth Management, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 847 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2022$0
-100.0%
3
-99.7%
0.00%
-100.0%
Q1 2021$66,000
-70.7%
965
-71.1%
0.06%
-58.6%
Q4 2020$225,000
+6.6%
3,336
+1.5%
0.14%
-12.7%
Q3 2020$211,000
+9.3%
3,2880.0%0.17%
+3.8%
Q2 2020$193,000
+7.8%
3,2880.0%0.16%
-42.9%
Q1 2020$179,000
-13.5%
3,2880.0%0.28%
+12.0%
Q4 2019$207,000
+2.5%
3,2880.0%0.25%
-10.1%
Q3 2019$202,000
+14.1%
3,2880.0%0.28%
-86.9%
Q3 2018$177,0003,2882.12%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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