SOA Wealth Advisors, 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
SOA Wealth Advisors, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$308,893
-6.4%
4,489
+0.9%
0.08%0.0%
Q2 2023$330,128
-0.0%
4,451
+0.7%
0.08%
-4.9%
Q1 2023$330,285
+0.7%
4,421
+0.5%
0.08%
-8.0%
Q4 2022$328,090
+12.7%
4,401
+0.7%
0.09%0.0%
Q3 2022$291,000
-7.9%
4,371
-0.3%
0.09%
-5.4%
Q2 2022$316,000
-4.2%
4,383
+0.7%
0.09%
+16.2%
Q1 2022$330,000
-0.6%
4,354
+0.4%
0.08%0.0%
Q4 2021$332,000
+10.3%
4,335
-1.0%
0.08%
+3.9%
Q3 2021$301,000
-1.0%
4,378
+0.6%
0.08%
-1.3%
Q2 2021$304,000
+3.1%
4,353
+0.6%
0.08%
-6.0%
Q1 2021$295,000
+4.2%
4,326
+0.5%
0.08%
+7.8%
Q4 2020$283,0004,3050.08%
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