SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,046 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,738 | -7.2% | 4,792 | 0.0% | 0.01% | -13.3% |
| Q2 2023 | $355,423 | -0.7% | 4,792 | 0.0% | 0.02% | -11.8% |
| Q1 2023 | $358,010 | +0.2% | 4,792 | 0.0% | 0.02% | -22.7% |
| Q4 2022 | $357,244 | -18.4% | 4,792 | -26.9% | 0.02% | -24.1% |
| Q3 2022 | $438,000 | -7.4% | 6,557 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $473,000 | -5.0% | 6,557 | 0.0% | 0.03% | +11.5% |
| Q1 2022 | $498,000 | -1.6% | 6,557 | 0.0% | 0.03% | -13.3% |
| Q4 2021 | $506,000 | +12.2% | 6,557 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $451,000 | -1.7% | 6,557 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $459,000 | +2.5% | 6,557 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $448,000 | +1.4% | 6,557 | 0.0% | 0.03% | +3.7% |
| Q4 2020 | $442,000 | -16.6% | 6,557 | -20.6% | 0.03% | -20.6% |
| Q3 2020 | $530,000 | +33.5% | 8,263 | +22.0% | 0.03% | +17.2% |
| Q2 2020 | $397,000 | +6.1% | 6,772 | -1.4% | 0.03% | -3.3% |
| Q1 2020 | $374,000 | -57.2% | 6,867 | -51.8% | 0.03% | -44.4% |
| Q3 2019 | $874,000 | +54.7% | 14,235 | +46.2% | 0.05% | +58.8% |
| Q2 2019 | $565,000 | +5.2% | 9,735 | +1.7% | 0.03% | +6.2% |
| Q1 2019 | $537,000 | +0.6% | 9,575 | -9.0% | 0.03% | -5.9% |
| Q4 2018 | $534,000 | -65.6% | 10,520 | -65.1% | 0.03% | -62.2% |
| Q2 2018 | $1,552,000 | -99.7% | 30,120 | +221.5% | 0.09% | +246.2% |
| Q1 2018 | $493,143,000 | – | 9,370 | – | 0.03% | – |
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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% |