Lodestone Wealth Management 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
Lodestone Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$402,315
-5.3%
5,847
+2.1%
0.28%
-3.1%
Q2 2023$424,660
-3.6%
5,726
-2.9%
0.29%
-14.4%
Q1 2023$440,629
+0.4%
5,898
+0.2%
0.34%
-4.0%
Q4 2022$439,0585,8890.35%
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