SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 839 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $606,767 | -12.8% | 8,818 | -6.0% | 0.01% | -7.1% |
| Q2 2023 | $695,859 | -85.5% | 9,382 | -85.4% | 0.01% | -86.5% |
| Q1 2023 | $4,815,462 | +5.1% | 64,455 | +4.8% | 0.10% | -1.9% |
| Q4 2022 | $4,583,409 | +17.6% | 61,481 | +5.2% | 0.11% | +35.9% |
| Q3 2022 | $3,899,000 | -2.0% | 58,434 | +6.0% | 0.08% | +1.3% |
| Q2 2022 | $3,978,000 | -2.2% | 55,110 | +2.8% | 0.08% | +6.9% |
| Q1 2022 | $4,069,000 | +8.4% | 53,612 | +10.2% | 0.07% | +10.8% |
| Q4 2021 | $3,753,000 | +12.5% | 48,668 | +0.4% | 0.06% | +6.6% |
| Q3 2021 | $3,336,000 | -1.2% | 48,463 | +0.4% | 0.06% | -1.6% |
| Q2 2021 | $3,376,000 | +1.6% | 48,252 | -0.8% | 0.06% | -3.1% |
| Q1 2021 | $3,324,000 | +2.4% | 48,656 | +1.1% | 0.06% | -3.0% |
| Q4 2020 | $3,247,000 | +6.9% | 48,145 | +1.6% | 0.07% | -4.3% |
| Q3 2020 | $3,036,000 | +12.9% | 47,367 | +3.3% | 0.07% | +9.5% |
| Q2 2020 | $2,688,000 | +6.6% | 45,839 | -1.0% | 0.06% | -4.5% |
| Q1 2020 | $2,521,000 | +0.2% | 46,281 | +15.9% | 0.07% | +20.0% |
| Q4 2019 | $2,516,000 | +21.1% | 39,947 | +18.1% | 0.06% | +19.6% |
| Q3 2019 | $2,077,000 | +14.8% | 33,817 | +8.5% | 0.05% | +15.0% |
| Q2 2019 | $1,809,000 | +43.5% | 31,157 | +38.7% | 0.04% | +42.9% |
| Q1 2019 | $1,261,000 | +41.7% | 22,468 | +28.2% | 0.03% | +33.3% |
| Q4 2018 | $890,000 | +122.5% | 17,530 | +136.6% | 0.02% | +133.3% |
| Q3 2018 | $400,000 | +61.3% | 7,409 | +53.9% | 0.01% | +80.0% |
| Q2 2018 | $248,000 | -17.6% | 4,815 | -15.8% | 0.01% | -28.6% |
| Q1 2018 | $301,000 | -13.0% | 5,720 | -6.0% | 0.01% | 0.0% |
| Q4 2017 | $346,000 | – | 6,087 | – | 0.01% | – |
Download | ||||||
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% |