SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 751 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $109,558 | +4.7% | 1,521 | 0.0% | 0.01% | -18.8% |
| Q3 2023 | $104,660 | -7.2% | 1,521 | 0.0% | 0.02% | -11.1% |
| Q2 2023 | $112,813 | -0.7% | 1,521 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $113,634 | +99578.9% | 1,521 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $114 | -99.9% | 1,521 | 0.0% | 0.02% | +5.9% |
| Q3 2022 | $101,000 | -8.2% | 1,521 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $110,000 | -5.2% | 1,521 | 0.0% | 0.02% | +12.5% |
| Q1 2022 | $116,000 | 0.0% | 1,521 | +1.4% | 0.02% | -23.8% |
| Q4 2021 | $116,000 | +12.6% | 1,500 | 0.0% | 0.02% | +10.5% |
| Q3 2021 | $103,000 | +1.0% | 1,500 | 0.0% | 0.02% | +11.8% |
| Q1 2021 | $102,000 | +1.0% | 1,500 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $101,000 | +5.2% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $96,000 | +9.1% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $88,000 | +7.3% | 1,500 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $82,000 | -12.8% | 1,500 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $94,000 | – | 1,500 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 82,241 | $4,480,000 | 10.94% |
| SEARCY FINANCIAL SERVICES INC /ADV | 136,762 | $7,449,000 | 10.57% |
| Chicago Wealth Management, Inc. | 146,796 | $7,996,000 | 9.45% |
| SWARTHMORE GROUP INC | 23,450 | $1,277,000 | 6.76% |
| JANICZEK WEALTH MANAGEMENT, LLC | 219,956 | $11,981,000 | 6.75% |
| Private Wealth Advisors, LLC | 142,418 | $7,758,000 | 6.36% |
| Capital Advantage, Inc. | 262,606 | $15,888,000 | 6.21% |
| Conservest Capital Advisors, Inc. | 631,878 | $34,418,000 | 5.70% |
| SL ADVISORS, LLC | 23,921 | $1,303,000 | 5.67% |
| Danda Trouve Investment Management, Inc. | 49,362 | $2,689,000 | 5.58% |