SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,019 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,973 | -86.5% | 2,804 | -86.2% | 0.02% | -87.4% |
| Q1 2022 | $1,540,000 | +5.2% | 20,289 | +6.8% | 0.14% | +9.8% |
| Q4 2021 | $1,464,000 | +26.9% | 18,989 | +13.3% | 0.12% | +15.0% |
| Q3 2021 | $1,154,000 | -0.8% | 16,758 | +0.8% | 0.11% | -3.6% |
| Q2 2021 | $1,163,000 | +9.1% | 16,627 | +6.5% | 0.11% | +4.7% |
| Q1 2021 | $1,066,000 | +2.1% | 15,609 | +0.8% | 0.11% | -12.4% |
| Q4 2020 | $1,044,000 | +10.8% | 15,481 | +5.4% | 0.12% | -4.0% |
| Q3 2020 | $942,000 | +9.3% | 14,694 | 0.0% | 0.13% | +4.1% |
| Q2 2020 | $862,000 | +7.2% | 14,694 | -0.5% | 0.12% | -11.0% |
| Q1 2020 | $804,000 | -14.3% | 14,769 | -0.9% | 0.14% | +8.8% |
| Q4 2019 | $938,000 | +5.9% | 14,903 | +3.3% | 0.12% | -3.8% |
| Q3 2019 | $886,000 | +215.3% | 14,424 | +197.6% | 0.13% | +202.3% |
| Q2 2019 | $281,000 | – | 4,847 | – | 0.04% | – |
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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% |