Collaborative Wealth Managment Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,046 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$246,753
-9.7%
3,586
-2.7%
0.15%
-9.8%
Q2 2023$273,359
-4.2%
3,686
-3.5%
0.16%
-9.4%
Q1 2023$285,477
-65.6%
3,821
-65.7%
0.18%
-67.0%
Q4 2022$829,728
+8.6%
11,130
-2.8%
0.54%
+0.7%
Q3 2022$764,000
-12.2%
11,453
-5.0%
0.54%
-5.3%
Q2 2022$870,000
-13.8%
12,058
-7.8%
0.57%
+3.3%
Q4 2021$1,009,000
+4.1%
13,085
+2.5%
0.55%
-1.1%
Q1 2021$969,00012,7630.56%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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