SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 360 filers reported holding SELECT SECTOR SPDR TR in Q3 2014. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $536,000 | -6.5% | 9,926 | -4.8% | 0.13% | -8.0% |
| Q2 2017 | $573,000 | +1.6% | 10,428 | +1.0% | 0.14% | +2.2% |
| Q1 2017 | $564,000 | +13.5% | 10,328 | +7.4% | 0.13% | +8.1% |
| Q4 2016 | $497,000 | +4.9% | 9,618 | +7.9% | 0.12% | +5.1% |
| Q3 2016 | $474,000 | -19.1% | 8,917 | -16.0% | 0.12% | -18.1% |
| Q2 2016 | $586,000 | +6.5% | 10,620 | +2.4% | 0.14% | +2.1% |
| Q1 2016 | $550,000 | -9.1% | 10,371 | -13.5% | 0.14% | -6.0% |
| Q4 2015 | $605,000 | -13.1% | 11,991 | -18.7% | 0.15% | -16.7% |
| Q3 2015 | $696,000 | -15.2% | 14,746 | -14.5% | 0.18% | -5.3% |
| Q2 2015 | $821,000 | +1.5% | 17,245 | +3.9% | 0.19% | +3.3% |
| Q1 2015 | $809,000 | +27.8% | 16,595 | +27.1% | 0.18% | +25.2% |
| Q4 2014 | $633,000 | +7.5% | 13,055 | 0.0% | 0.15% | +2.8% |
| Q3 2014 | $589,000 | -1.3% | 13,055 | -2.4% | 0.14% | 0.0% |
| Q2 2014 | $597,000 | +7.6% | 13,380 | +3.8% | 0.14% | +3.6% |
| Q1 2014 | $555,000 | +5.9% | 12,885 | +5.7% | 0.14% | +3.8% |
| Q4 2013 | $524,000 | +10.3% | 12,185 | +2.1% | 0.13% | -0.7% |
| Q3 2013 | $475,000 | +70.3% | 11,932 | +69.7% | 0.13% | +61.4% |
| Q2 2013 | $279,000 | – | 7,032 | – | 0.08% | – |
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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% |