Laidlaw Wealth Management LLC - 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
Laidlaw Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$501,969
-54.8%
7,295
-51.3%
0.17%
-23.5%
Q2 2023$1,110,521
-6.1%
14,973
-5.4%
0.22%
-10.0%
Q1 2023$1,182,694
+2.2%
15,830
+1.9%
0.24%
-2.8%
Q4 2022$1,157,713
-27.7%
15,529
-35.3%
0.25%
-33.7%
Q3 2022$1,602,000
+7.4%
24,000
+16.2%
0.37%
+23.0%
Q2 2022$1,491,000
-1.8%
20,658
+3.3%
0.30%
+20.2%
Q1 2022$1,518,000
+15.0%
19,998
+16.8%
0.25%
+19.9%
Q4 2021$1,320,000
+11.4%
17,118
-0.6%
0.21%
-30.6%
Q3 2021$1,185,000
+6.6%
17,215
+8.4%
0.30%
+5.9%
Q2 2021$1,112,000
+19.1%
15,887
+16.2%
0.29%
-10.0%
Q1 2021$934,000
+21.5%
13,674
+19.9%
0.32%
+96.9%
Q4 2020$769,000
+69.8%
11,405
+61.3%
0.16%
-19.4%
Q3 2020$453,000
+30.9%
7,069
+19.8%
0.20%
+11.0%
Q2 2020$346,000
+24.9%
5,903
+16.0%
0.18%0.0%
Q1 2020$277,000
-49.3%
5,089
-41.3%
0.18%
-47.5%
Q4 2019$546,0008,6750.34%
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