EPG Wealth Management LLC - SELECT SECTOR SPDR TR ownership

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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%.

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Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$954,063
-11.9%
13,865
-5.0%
0.29%
-10.0%
Q2 2023$1,082,558
+0.8%
14,596
+1.5%
0.32%
-5.6%
Q1 2023$1,074,378
+1.1%
14,381
+0.9%
0.34%
-16.1%
Q4 2022$1,062,313
+10.1%
14,250
-1.5%
0.40%
+2.0%
Q3 2022$965,000
-10.6%
14,464
-3.2%
0.40%
-14.1%
Q2 2022$1,079,000
+42.2%
14,946
+49.4%
0.46%
+75.3%
Q1 2022$759,000
+4.0%
10,003
+5.7%
0.26%
+2.3%
Q4 2021$730,000
+58.4%
9,463
+41.4%
0.26%
+38.9%
Q3 2021$461,000
+6.5%
6,690
+8.1%
0.18%
+0.5%
Q2 2021$433,000
+11.6%
6,187
+9.0%
0.18%
-2.6%
Q1 2021$388,000
-16.6%
5,678
-17.6%
0.19%
-32.3%
Q4 2020$465,000
+9.2%
6,889
+3.6%
0.28%
-11.4%
Q3 2020$426,000
-22.4%
6,648
-28.9%
0.32%
-19.0%
Q2 2020$549,000
+8.9%
9,354
+1.0%
0.39%
+5.1%
Q1 2020$504,000
-65.5%
9,263
-60.1%
0.37%
-65.5%
Q4 2019$1,462,000–23,217–1.07%–
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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