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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623 | -7.2% | 9,050 | 0.0% | 0.29% | -1.7% |
| Q2 2023 | $671 | -11.9% | 9,050 | -11.5% | 0.29% | -23.6% |
| Q4 2022 | $762 | -99.9% | 10,225 | 0.0% | 0.38% | +1.3% |
| Q3 2022 | $682,000 | -7.6% | 10,225 | 0.0% | 0.38% | +5.8% |
| Q2 2022 | $738,000 | -4.9% | 10,225 | 0.0% | 0.36% | +19.3% |
| Q1 2022 | $776,000 | -1.5% | 10,225 | 0.0% | 0.30% | +11.5% |
| Q4 2021 | $788,000 | +10.8% | 10,225 | -1.0% | 0.27% | +2.3% |
| Q3 2021 | $711,000 | -1.5% | 10,325 | 0.0% | 0.26% | +1.5% |
| Q2 2021 | $722,000 | +2.4% | 10,325 | 0.0% | 0.26% | -4.4% |
| Q1 2021 | $705,000 | +1.3% | 10,325 | 0.0% | 0.27% | -3.9% |
| Q4 2020 | $696,000 | +5.1% | 10,325 | 0.0% | 0.28% | -8.1% |
| Q3 2020 | $662,000 | +9.4% | 10,325 | 0.0% | 0.31% | +2.3% |
| Q2 2020 | $605,000 | +7.7% | 10,325 | 0.0% | 0.30% | -19.5% |
| Q1 2020 | $562,000 | -13.5% | 10,325 | 0.0% | 0.37% | +23.0% |
| Q4 2019 | $650,000 | +2.5% | 10,325 | 0.0% | 0.30% | -7.0% |
| Q3 2019 | $634,000 | +3.8% | 10,325 | -1.9% | 0.33% | +0.9% |
| Q2 2019 | $611,000 | -0.3% | 10,525 | -3.7% | 0.32% | +3.8% |
| Q1 2019 | $613,000 | -18.0% | 10,925 | -25.8% | 0.31% | -33.9% |
| Q4 2018 | $748,000 | -8.3% | 14,725 | -2.6% | 0.47% | +23.9% |
| Q3 2018 | $816,000 | +113.1% | 15,125 | +103.7% | 0.38% | +108.2% |
| Q2 2018 | $383,000 | – | 7,425 | – | 0.18% | – |
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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% |