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.
| 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 |
| 2024 Q4 | ADDED | 76,914 | +16,793 | +27.9% | 1.90% | $6.0M | $76.52 |
| 2024 Q3 | ADDED | 60,121 | +3,668 | +6.5% | 1.64% | $4.6M | $80.18 |
| 2023 Q4 | ADDED | 56,453 | +19,834 | +54.2% | 1.61% | $4.1M | $68.20 |
| 2023 Q1 | REDUCED | 36,619 | -15,494 | -29.7% | 1.18% | $2.7M | $69.24 |
| 2022 Q4 | ADDED | 52,113 | +47,482 | +1025.3% | 1.89% | $3.9M | $68.76 |
| 2022 Q2 | ADDED | 4,631 | +631 | +15.8% | 0.16% | $334K | $65.67 |
As of 2025 Q4 — sorted by position size