Elevated Capital Advisors, 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
Elevated Capital Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,810,334
+27.4%
26,309
+37.3%
0.62%
+30.4%
Q2 2023$1,420,836
+15.7%
19,156
+16.5%
0.47%
+7.5%
Q1 2023$1,228,213
+1.3%
16,440
+1.0%
0.44%
-5.0%
Q4 2022$1,212,937
+89.8%
16,270
+93.2%
0.46%
+118.4%
Q1 2022$639,000
+129.0%
8,422
+107.8%
0.21%
+120.8%
Q3 2021$279,000
+18.2%
4,053
+19.8%
0.10%
+4.3%
Q1 2021$236,000
-84.8%
3,382
-85.3%
0.09%
-86.3%
Q4 2020$1,553,000
+16.5%
23,027
+14.4%
0.67%
+7.9%
Q3 2020$1,333,000
+24.8%
20,133
+26.0%
0.62%
+24.3%
Q2 2020$1,068,000
+136.3%
15,982
+122.6%
0.50%0.0%
Q4 2019$452,000
-41.6%
7,179
-45.1%
0.50%
-1.8%
Q1 2019$774,00013,0670.51%
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