XLP SELECT SECTOR SPDR TR

Ownership history in Objective Capital Management, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Objective Capital Management, LLC reported a position in SELECT SECTOR SPDR TR (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.4% (2025 Q1)
Avg. % of fund
0.95%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,452 +8 +0.1% 1.06% $1.0M $77.68
2025 Q3 ADDED 13,444 +19 +0.1% 1.09% $1.1M $77.75
2025 Q2 ADDED 13,425 +17 +0.1% 1.22% $1.1M $79.78
2025 Q1 ADDED 13,408 +14 +0.1% 1.40% $1.1M $79.92
2024 Q4 ADDED 13,394 +20 +0.1% 0.70% $1.1M $76.52
2024 Q3 REDUCED 13,374 -568 -4.1% 0.65% $1.1M $80.18
2024 Q1 ADDED 13,942 +20 +0.1% 0.72% $1.1M $72.83
2023 Q4 ADDED 13,922 +177 +1.3% 0.76% $1.0M $68.20
2023 Q3 REDUCED 13,745 -150 -1.1% 0.84% $946K $64.66
2023 Q2 REDUCED 13,895 -671 -4.6% 0.90% $1.0M $69.23
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% of Fund (quarterly)    XLP price (monthly, adj. close)
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