CAROLINAS WEALTH CONSULTING LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,019 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$25,964
-7.9%
383
+0.8%
0.01%0.0%
Q2 2023$28,188
+55.7%
380
+57.0%
0.01%
+50.0%
Q1 2023$18,107
+0.7%
242
+0.4%
0.00%0.0%
Q4 2022$17,983
+12.4%
241
+0.4%
0.00%0.0%
Q3 2022$16,000
-5.9%
240
+0.8%
0.00%0.0%
Q2 2022$17,000
-5.6%
238
+0.8%
0.00%0.0%
Q1 2022$18,0000.0%236
+0.4%
0.00%0.0%
Q4 2021$18,000
+12.5%
235
+0.4%
0.00%0.0%
Q3 2021$16,000
-5.9%
234
-2.1%
0.00%0.0%
Q2 2021$17,000
+6.2%
239
+0.4%
0.00%0.0%
Q1 2021$16,000
-74.2%
238
-74.0%
0.00%
-76.5%
Q4 2020$62,000
+6.9%
915
+1.0%
0.02%
-15.0%
Q3 2020$58,000
+41.5%
906
+28.0%
0.02%
+25.0%
Q2 2020$41,000
+13.9%
708
+7.1%
0.02%
-15.8%
Q1 2020$36,000
+157.1%
661
+196.4%
0.02%
+26.7%
Q4 2019$14,0002230.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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