XLP — SELECT SECTOR SPDR TR

Ownership history in WT Wealth Management  ·  13 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management 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
2.16% (2025 Q1)
Avg. % of fund
1.28%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 84,137 -433 -0.5% 1.88% $6.5M $77.68
2025 Q3 ADDED 84,570 +929 +1.1% 1.91% $6.6M $77.75
2025 Q2 ADDED 83,641 +2,199 +2.7% 2.01% $6.8M $79.78
2025 Q1 ADDED 81,442 +4,528 +5.9% 2.16% $6.7M $79.92
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLP price (monthly, adj. close)

Other funds also holding XLP

As of 2025 Q4 — sorted by position size

TLS Advisors LLC 3Y 19.09% Elliott Investment Management L.P. 3Y 6.88% STRATEGIC ADVISORY PARTNERS, LLC 6.52% LifePlan Financial, LLC 6.15% Biltmore Wealth Management, LLC 3Y 7Y 5.6% WestEnd Advisors, LLC 3Y 7Y 4.99% Perbak Capital Partners LLP 4.92% Conservest Capital Advisors, Inc. 3Y 7Y 4.39% FSC Wealth Advisors, LLC 3Y 4.15% Split Rock Private Trading & Wealth Management, LLC 3.77%
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