Royal Harbor Partners, LLC - 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
Royal Harbor Partners, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$1,646,055
+3.6%
22,193
+4.4%
0.81%
-5.4%
Q1 2023$1,588,783
+122.5%
21,266
+126.1%
0.85%
+86.7%
Q1 2022$714,000
-3.1%
9,405
-1.5%
0.46%
-2.4%
Q4 2021$737,000
-37.8%
9,552
-44.5%
0.47%
-44.5%
Q3 2021$1,185,000
+20.3%
17,216
+17.9%
0.84%
+2.3%
Q4 2020$985,000
-44.6%
14,602
-47.4%
0.82%
-50.6%
Q3 2020$1,779,000
+18.7%
27,747
+8.5%
1.67%
+12.5%
Q2 2020$1,499,000
+3.8%
25,562
-3.6%
1.48%
-11.3%
Q1 2020$1,444,000
-34.6%
26,508
-24.4%
1.67%
-21.3%
Q4 2019$2,208,00035,0662.12%
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