SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 847 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,832,766 | +3.0% | 51,675 | +3.7% | 0.52% | +2.3% |
| Q1 2023 | $3,722,233 | +1.4% | 49,822 | +1.2% | 0.51% | +14.6% |
| Q4 2022 | $3,670,426 | +12.5% | 49,234 | +0.7% | 0.45% | +10.7% |
| Q3 2022 | $3,264,000 | +7.1% | 48,907 | +15.8% | 0.40% | +12.3% |
| Q2 2022 | $3,048,000 | -7.6% | 42,223 | -2.9% | 0.36% | +14.3% |
| Q1 2022 | $3,300,000 | -9.0% | 43,485 | -7.6% | 0.31% | +1.3% |
| Q4 2021 | $3,628,000 | +20.9% | 47,054 | +7.9% | 0.31% | +12.3% |
| Q3 2021 | $3,001,000 | +0.5% | 43,589 | +2.2% | 0.28% | +2.6% |
| Q2 2021 | $2,985,000 | +5.8% | 42,658 | +3.3% | 0.27% | +4.3% |
| Q1 2021 | $2,821,000 | – | 41,294 | – | 0.26% | – |
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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% |