SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 24 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316 | -33.1% | 4,593 | -27.9% | 0.02% | -23.3% |
| Q2 2023 | $472 | -0.8% | 6,368 | 0.0% | 0.03% | -6.2% |
| Q1 2023 | $476 | -3.4% | 6,368 | -3.8% | 0.03% | -8.6% |
| Q4 2022 | $493 | -99.9% | 6,618 | +1.5% | 0.04% | -5.4% |
| Q3 2022 | $435,000 | +3.8% | 6,518 | +12.4% | 0.04% | +23.3% |
| Q2 2022 | $419,000 | -5.4% | 5,800 | -0.7% | 0.03% | -9.1% |
| Q1 2022 | $443,000 | -0.9% | 5,839 | +0.7% | 0.03% | +10.0% |
| Q4 2021 | $447,000 | +8.0% | 5,800 | -3.6% | 0.03% | -3.2% |
| Q3 2021 | $414,000 | +15.6% | 6,015 | +17.7% | 0.03% | +10.7% |
| Q2 2021 | $358,000 | +30.2% | 5,110 | +27.1% | 0.03% | +7.7% |
| Q1 2021 | $275,000 | +1.5% | 4,020 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $271,000 | – | 4,020 | – | 0.03% | – |
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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% |