SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 694 filers reported holding SELECT SECTOR SPDR TR in Q3 2019. The put-call ratio across all filers is 1.41 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $168,000 | -10.6% | 2,407 | -12.7% | 0.04% | -15.9% |
| Q1 2021 | $188,000 | +1.1% | 2,757 | 0.0% | 0.04% | -4.3% |
| Q4 2020 | $186,000 | +5.1% | 2,757 | 0.0% | 0.05% | -8.0% |
| Q3 2020 | $177,000 | +9.3% | 2,757 | 0.0% | 0.05% | +2.0% |
| Q2 2020 | $162,000 | +8.0% | 2,757 | 0.0% | 0.05% | -10.9% |
| Q1 2020 | $150,000 | -13.8% | 2,757 | 0.0% | 0.06% | +7.8% |
| Q4 2019 | $174,000 | +102.3% | 2,757 | +96.9% | 0.05% | +88.9% |
| Q3 2019 | $86,000 | +6.2% | 1,400 | 0.0% | 0.03% | +8.0% |
| Q2 2019 | $81,000 | +2.5% | 1,400 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $79,000 | +2533.3% | 1,400 | +2400.0% | 0.02% | +2400.0% |
| Q2 2015 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $3,000 | +50.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $2,000 | – | 56 | – | 0.00% | – |
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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% |