SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 2.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $324,000 | -15.0% | 4,858 | -8.0% | 0.02% | -16.7% |
| Q2 2022 | $381,000 | +2.1% | 5,283 | +7.6% | 0.02% | +12.5% |
| Q1 2022 | $373,000 | +2.5% | 4,912 | +4.0% | 0.02% | -11.1% |
| Q4 2021 | $364,000 | +54.2% | 4,722 | +37.6% | 0.02% | +38.5% |
| Q3 2021 | $236,000 | -2.5% | 3,432 | -0.7% | 0.01% | -7.1% |
| Q2 2021 | $242,000 | +9.5% | 3,457 | +6.8% | 0.01% | -6.7% |
| Q1 2021 | $221,000 | +8.3% | 3,237 | +7.1% | 0.02% | 0.0% |
| Q4 2020 | $204,000 | -5.6% | 3,022 | -24.0% | 0.02% | -28.6% |
| Q1 2020 | $216,000 | -4.4% | 3,974 | +10.8% | 0.02% | +23.5% |
| Q4 2019 | $226,000 | -1.7% | 3,587 | -4.4% | 0.02% | -10.5% |
| Q3 2019 | $230,000 | +5.5% | 3,752 | 0.0% | 0.02% | +5.6% |
| Q2 2019 | $218,000 | -1.4% | 3,752 | -4.9% | 0.02% | -14.3% |
| Q1 2019 | $221,000 | – | 3,947 | – | 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% |