SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 427 filers reported holding SELECT SECTOR SPDR TR in Q1 2015. The put-call ratio across all filers is 3.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56 | -18.8% | 816 | -12.0% | 0.01% | -14.3% |
| Q2 2023 | $69 | 0.0% | 927 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $69 | 0.0% | 927 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $69 | -99.9% | 927 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $62,000 | -7.5% | 927 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $67,000 | -4.3% | 927 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $70,000 | +4.5% | 927 | +6.4% | 0.01% | +16.7% |
| Q4 2021 | $67,000 | +11.7% | 871 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $60,000 | -1.6% | 871 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | -7.6% | 871 | -10.4% | 0.01% | -25.0% |
| Q1 2021 | $66,000 | +11.9% | 972 | +11.6% | 0.01% | +14.3% |
| Q4 2020 | $59,000 | +43.9% | 871 | +13.9% | 0.01% | -41.7% |
| Q1 2016 | $41,000 | -28.1% | 765 | -36.5% | 0.01% | -29.4% |
| Q2 2015 | $57,000 | -8.1% | 1,204 | -5.6% | 0.02% | -19.0% |
| Q1 2015 | $62,000 | +6.9% | 1,275 | +5.9% | 0.02% | +23.5% |
| Q4 2014 | $58,000 | – | 1,204 | – | 0.02% | – |
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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% |