SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 751 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,243 | -16.4% | 4,872 | -9.9% | 0.07% | -12.7% |
| Q2 2023 | $400,964 | -2.5% | 5,406 | -1.8% | 0.08% | -6.0% |
| Q1 2023 | $411,279 | -5.0% | 5,505 | -5.2% | 0.08% | -8.7% |
| Q4 2022 | $432,986 | +11.6% | 5,808 | -0.1% | 0.09% | +9.5% |
| Q3 2022 | $388,000 | -2.0% | 5,813 | +5.9% | 0.08% | +3.7% |
| Q2 2022 | $396,000 | -5.5% | 5,490 | -0.6% | 0.08% | +6.6% |
| Q1 2022 | $419,000 | -8.9% | 5,523 | -7.5% | 0.08% | -6.2% |
| Q4 2021 | $460,000 | +11.4% | 5,971 | -0.5% | 0.08% | +8.0% |
| Q3 2021 | $413,000 | -2.1% | 6,003 | -0.5% | 0.08% | -2.6% |
| Q2 2021 | $422,000 | -4.1% | 6,032 | -6.3% | 0.08% | -7.2% |
| Q1 2021 | $440,000 | -0.5% | 6,440 | -1.6% | 0.08% | -8.8% |
| Q4 2020 | $442,000 | -2.4% | 6,548 | -7.3% | 0.09% | -5.2% |
| Q3 2020 | $453,000 | -7.0% | 7,064 | -15.0% | 0.10% | -10.3% |
| Q2 2020 | $487,000 | +4.5% | 8,311 | -2.8% | 0.11% | -11.6% |
| Q1 2020 | $466,000 | -26.3% | 8,554 | -14.8% | 0.12% | -15.4% |
| Q4 2019 | $632,000 | +1.8% | 10,035 | -0.8% | 0.14% | -4.7% |
| Q3 2019 | $621,000 | -21.8% | 10,113 | -26.0% | 0.15% | -23.5% |
| Q2 2019 | $794,000 | -48.1% | 13,668 | -49.9% | 0.20% | -49.2% |
| Q1 2019 | $1,530,000 | +10.8% | 27,270 | +0.3% | 0.39% | +0.8% |
| Q4 2018 | $1,381,000 | -9.4% | 27,186 | -3.8% | 0.38% | 0.0% |
| Q3 2018 | $1,524,000 | +0.1% | 28,255 | -4.4% | 0.38% | -41.4% |
| Q2 2018 | $1,523,000 | +166.7% | 29,561 | +172.3% | 0.65% | +166.9% |
| Q1 2018 | $571,000 | +5.0% | 10,858 | +13.5% | 0.24% | +8.4% |
| Q4 2017 | $544,000 | -58.6% | 9,564 | -60.7% | 0.23% | -60.8% |
| Q3 2017 | $1,315,000 | -11.1% | 24,359 | -9.5% | 0.58% | -12.7% |
| Q2 2017 | $1,479,000 | – | 26,918 | – | 0.66% | – |
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% |