SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,060 filers reported holding SELECT SECTOR SPDR TR in Q2 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,829,835 | -3.6% | 171,920 | +3.9% | 0.18% | -2.8% |
| Q2 2023 | $12,277,332 | -1.6% | 165,530 | -0.9% | 0.18% | -8.1% |
| Q1 2023 | $12,481,971 | -11.4% | 167,072 | -11.5% | 0.20% | -16.9% |
| Q4 2022 | $14,080,867 | +15.0% | 188,878 | +2.9% | 0.24% | +3.0% |
| Q3 2022 | $12,248,000 | -3.6% | 183,541 | +4.3% | 0.23% | -5.3% |
| Q2 2022 | $12,701,000 | -0.7% | 175,964 | +4.4% | 0.24% | +12.5% |
| Q1 2022 | $12,788,000 | +0.0% | 168,502 | +1.6% | 0.22% | +4.9% |
| Q4 2021 | $12,785,000 | +819.8% | 165,807 | +720.9% | 0.21% | +663.0% |
| Q3 2021 | $1,390,000 | -0.8% | 20,197 | +0.8% | 0.03% | -3.6% |
| Q2 2021 | $1,401,000 | +28.7% | 20,028 | +25.6% | 0.03% | +16.7% |
| Q1 2021 | $1,089,000 | +11.3% | 15,948 | +10.0% | 0.02% | 0.0% |
| Q4 2020 | $978,000 | +224.9% | 14,497 | +208.4% | 0.02% | +166.7% |
| Q3 2020 | $301,000 | +14.0% | 4,701 | +4.5% | 0.01% | +12.5% |
| Q2 2020 | $264,000 | -15.1% | 4,499 | -23.0% | 0.01% | -65.2% |
| Q3 2016 | $311,000 | +4.7% | 5,841 | +8.6% | 0.02% | 0.0% |
| Q2 2016 | $297,000 | -9.7% | 5,377 | -13.2% | 0.02% | -8.0% |
| Q1 2016 | $329,000 | +5.1% | 6,193 | 0.0% | 0.02% | +4.2% |
| Q4 2015 | $313,000 | +14.7% | 6,193 | +7.0% | 0.02% | +14.3% |
| Q3 2015 | $273,000 | – | 5,786 | – | 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% |