SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 490 filers reported holding SELECT SECTOR SPDR TR in Q3 2017. The put-call ratio across all filers is 2.19 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,649 | -4.6% | 4,268 | +2.8% | 0.02% | -6.2% |
| Q2 2023 | $307,879 | -0.2% | 4,151 | +0.5% | 0.02% | -11.1% |
| Q1 2023 | $308,559 | -0.9% | 4,130 | -1.1% | 0.02% | -5.3% |
| Q4 2022 | $311,398 | -33.9% | 4,177 | -40.8% | 0.02% | -32.1% |
| Q3 2022 | $471,000 | +49.1% | 7,061 | +61.5% | 0.03% | +55.6% |
| Q2 2022 | $316,000 | -6.8% | 4,372 | -2.2% | 0.02% | +12.5% |
| Q1 2022 | $339,000 | +21.5% | 4,472 | +23.4% | 0.02% | +23.1% |
| Q4 2021 | $279,000 | +33.5% | 3,623 | +19.5% | 0.01% | +18.2% |
| Q3 2021 | $209,000 | -0.9% | 3,032 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $211,000 | +2.9% | 3,017 | +0.5% | 0.01% | -8.3% |
| Q1 2021 | $205,000 | -9.3% | 3,002 | -10.4% | 0.01% | -14.3% |
| Q4 2020 | $226,000 | +12.4% | 3,351 | -10.2% | 0.01% | -46.2% |
| Q3 2017 | $201,000 | – | 3,730 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WFA Asset Management Corp | 332,708 | $22,893,642 | 13.68% |
| Valence8 US LP | 243,743 | $16,771,956 | 10.61% |
| CVS HEALTH Corp | 281,400 | $19,363,134 | 10.35% |
| WestEnd Advisors, LLC | 3,181,757 | $218,936,682 | 6.58% |
| Granite Bay Wealth Management, LLC | 8,919,693 | $652,822 | 6.41% |
| Client First Capital LLC | 118,618 | $8,162,089 | 5.91% |
| Conservest Capital Advisors, Inc. | 685,607 | $47,176,609 | 5.69% |
| Spectrum Wealth Advisory Group, LLC | 59,167 | $4,071,289 | 5.63% |
| Quantitative Investment Management, LLC | 509,466 | $35,056 | 5.39% |
| Biltmore Wealth Management, LLC | 156,718 | $10,783,749 | 5.21% |