SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 529 filers reported holding SELECT SECTOR SPDR TR in Q2 2018. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $201,000 | -33.0% | 2,941 | -33.8% | 0.00% | -33.3% |
| Q4 2020 | $300,000 | +5.3% | 4,441 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $285,000 | -14.4% | 4,441 | -25.1% | 0.01% | -25.0% |
| Q1 2019 | $333,000 | +10.6% | 5,927 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $301,000 | -5.9% | 5,927 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $320,000 | +4.9% | 5,927 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $305,000 | -2.2% | 5,927 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $312,000 | -7.4% | 5,927 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $337,000 | +5.3% | 5,927 | 0.0% | 0.01% | +12.5% |
| Q3 2017 | $320,000 | -1.8% | 5,927 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $326,000 | +0.9% | 5,927 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $323,000 | – | 5,927 | – | 0.01% | – |
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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% |