SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 508 filers reported holding SELECT SECTOR SPDR TR in Q2 2017. The put-call ratio across all filers is 3.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,661,000 | +6.3% | 24,628 | +1.0% | 1.94% | -7.4% |
| Q3 2020 | $1,563,000 | +31.7% | 24,391 | +20.5% | 2.09% | +28.8% |
| Q2 2020 | $1,187,000 | -9.7% | 20,241 | -16.2% | 1.62% | -18.3% |
| Q1 2020 | $1,315,000 | -4.6% | 24,141 | +10.3% | 1.99% | +21.6% |
| Q4 2019 | $1,379,000 | +2.2% | 21,891 | -0.3% | 1.64% | -4.9% |
| Q3 2019 | $1,349,000 | +27.5% | 21,966 | +20.5% | 1.72% | +37.3% |
| Q2 2019 | $1,058,000 | +16.0% | 18,225 | +12.2% | 1.25% | +16.3% |
| Q1 2019 | $912,000 | +32.4% | 16,250 | +19.7% | 1.08% | +18.7% |
| Q4 2018 | $689,000 | +7.7% | 13,575 | +14.3% | 0.91% | +17.2% |
| Q3 2018 | $640,000 | +42.9% | 11,875 | +36.5% | 0.77% | +83.0% |
| Q2 2018 | $448,000 | +44.1% | 8,700 | +46.7% | 0.42% | +40.5% |
| Q1 2018 | $311,000 | +11.9% | 5,930 | +21.1% | 0.30% | +24.9% |
| Q4 2017 | $278,000 | +35.6% | 4,895 | +29.0% | 0.24% | +31.0% |
| Q3 2017 | $205,000 | -6.4% | 3,795 | -5.0% | 0.18% | +15.7% |
| Q2 2017 | $219,000 | +2.8% | 3,995 | +2.6% | 0.16% | +0.6% |
| Q1 2017 | $213,000 | – | 3,895 | – | 0.16% | – |
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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% |