PRIMORIS WEALTH ADVISORS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,042 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 4.65 and the average weighting 0.5%.

Quarter-by-quarter ownership
PRIMORIS WEALTH ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,408,826
-58.0%
35,006
-54.8%
2.91%
-53.7%
Q2 2023$5,741,390
+944.6%
77,408
+952.2%
6.29%
+829.7%
Q1 2023$549,645
+5.8%
7,357
+5.6%
0.68%
-15.4%
Q4 2022$519,395
+21.4%
6,967
+8.3%
0.80%
+4.8%
Q3 2022$428,000
-3.4%
6,435
+4.6%
0.76%
+19.8%
Q2 2022$443,000
-5.5%
6,1500.0%0.64%
+45.8%
Q1 2022$469,000
+5.4%
6,150
+6.5%
0.44%
+21.7%
Q4 2021$445,0005,7730.36%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 82,241$4,480,00010.94%
SEARCY FINANCIAL SERVICES INC /ADV 136,762$7,449,00010.57%
Chicago Wealth Management, Inc. 146,796$7,996,0009.45%
SWARTHMORE GROUP INC 23,450$1,277,0006.76%
JANICZEK WEALTH MANAGEMENT, LLC 219,956$11,981,0006.75%
Private Wealth Advisors, LLC 142,418$7,758,0006.36%
Capital Advantage, Inc. 262,606$15,888,0006.21%
Conservest Capital Advisors, Inc. 631,878$34,418,0005.70%
SL ADVISORS, LLC 23,921$1,303,0005.67%
Danda Trouve Investment Management, Inc. 49,362$2,689,0005.58%
View complete list of SELECT SECTOR SPDR TR shareholders