PETERSON WEALTH MANAGEMENT - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
PETERSON WEALTH MANAGEMENT ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,912,076
-1.9%
27,788
+5.7%
1.57%
+1.9%
Q2 2023$1,949,346
+12.5%
26,282
+13.3%
1.54%
-6.9%
Q1 2023$1,733,159
-1.9%
23,198
-2.2%
1.66%
-7.9%
Q4 2022$1,767,445
-0.4%
23,708
-10.8%
1.80%
+8.9%
Q3 2022$1,774,000
+15.8%
26,580
+25.2%
1.65%
-16.5%
Q2 2022$1,532,000
-47.1%
21,226
-44.4%
1.98%
+1.9%
Q1 2022$2,897,000
-6.1%
38,179
-4.6%
1.94%
-5.6%
Q4 2021$3,085,000
+17.9%
40,013
+5.3%
2.06%
+1.6%
Q3 2021$2,616,000
-0.2%
37,995
+1.4%
2.03%
-0.9%
Q2 2021$2,622,000
+103.7%
37,474
+98.8%
2.05%
+87.2%
Q1 2021$1,287,000
-40.5%
18,846
-41.2%
1.09%
-37.7%
Q4 2020$2,162,000
+7.9%
32,053
+2.6%
1.76%
-1.1%
Q3 2020$2,003,000
-8.8%
31,243
-16.6%
1.77%
-18.7%
Q2 2020$2,197,000
+30.3%
37,468
+21.1%
2.18%
+6.3%
Q1 2020$1,686,000
+22.2%
30,944
+41.5%
2.05%
+63.7%
Q4 2019$1,380,00021,8681.25%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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