SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,019 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,113 | -6.5% | 190,574 | +0.7% | 0.24% | -2.8% |
| Q2 2023 | $14,030 | -2.9% | 189,179 | +0.2% | 0.25% | -9.1% |
| Q1 2023 | $14,454 | +2.2% | 188,837 | -0.5% | 0.28% | -1.4% |
| Q4 2022 | $14,146 | -99.9% | 189,757 | +0.1% | 0.28% | +8.1% |
| Q3 2022 | $12,650,000 | +266.0% | 189,569 | +295.9% | 0.26% | +226.6% |
| Q2 2022 | $3,456,000 | -0.6% | 47,882 | +4.6% | 0.08% | +16.2% |
| Q1 2022 | $3,476,000 | +9.9% | 45,797 | +11.7% | 0.07% | +13.3% |
| Q4 2021 | $3,163,000 | +15.6% | 41,013 | +3.2% | 0.06% | +5.3% |
| Q3 2021 | $2,737,000 | +2.5% | 39,753 | +4.1% | 0.06% | -10.9% |
| Q2 2021 | $2,671,000 | +7.4% | 38,173 | +4.9% | 0.06% | 0.0% |
| Q1 2021 | $2,487,000 | +4.0% | 36,405 | +2.7% | 0.06% | -11.1% |
| Q4 2020 | $2,391,000 | +337.9% | 35,453 | +315.9% | 0.07% | +260.0% |
| Q3 2020 | $546,000 | +6.6% | 8,525 | -2.3% | 0.02% | 0.0% |
| Q2 2020 | $512,000 | +7.8% | 8,725 | 0.0% | 0.02% | -9.1% |
| Q1 2020 | $475,000 | -21.5% | 8,725 | -9.2% | 0.02% | -8.3% |
| Q4 2019 | $605,000 | +2.5% | 9,608 | 0.0% | 0.02% | -4.0% |
| Q3 2019 | $590,000 | +0.5% | 9,608 | -4.9% | 0.02% | 0.0% |
| Q2 2019 | $587,000 | -14.2% | 10,108 | -17.0% | 0.02% | -19.4% |
| Q1 2019 | $684,000 | +32.3% | 12,183 | +19.6% | 0.03% | +19.2% |
| Q4 2018 | $517,000 | -99.8% | 10,183 | +125.9% | 0.03% | +85.7% |
| Q3 2017 | $243,342,000 | -4.0% | 4,508 | -2.3% | 0.01% | -6.7% |
| Q2 2017 | $253,603,000 | +5.7% | 4,616 | +5.0% | 0.02% | 0.0% |
| Q1 2017 | $239,934,000 | +18.7% | 4,396 | +12.5% | 0.02% | +15.4% |
| Q4 2016 | $202,134,000 | – | 3,909 | – | 0.01% | – |
Download | ||||||
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% |