SteelPeak Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,099 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.57 and the average weighting 0.5%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$329,212
-84.1%
4,784
-82.9%
0.02%
-82.9%
Q2 2023$2,069,666
+179.1%
27,904
+181.1%
0.12%
+146.0%
Q1 2023$741,524
-55.5%
9,925
-55.6%
0.05%
-59.0%
Q4 2022$1,665,282
-49.0%
22,338
-54.3%
0.12%
-49.8%
Q3 2022$3,264,000
+194.6%
48,915
+218.6%
0.24%
+203.8%
Q2 2022$1,108,000
+6.6%
15,353
+12.2%
0.08%
+35.6%
Q1 2022$1,039,00013,6840.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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