SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 505 filers reported holding SELECT SECTOR SPDR TR in Q1 2016. The put-call ratio across all filers is 4.03 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $11,579,000 | -4.2% | 218,232 | -8.8% | 2.01% | -5.3% |
| Q4 2015 | $12,085,000 | +4.0% | 239,357 | -2.8% | 2.12% | +2.9% |
| Q3 2015 | $11,622,000 | +0.9% | 246,286 | +1.8% | 2.06% | +13.8% |
| Q2 2015 | $11,513,000 | -2.4% | 241,869 | -0.1% | 1.81% | -3.2% |
| Q1 2015 | $11,798,000 | +8.7% | 242,052 | +8.2% | 1.87% | +9.3% |
| Q4 2014 | $10,850,000 | +8.5% | 223,750 | +0.9% | 1.71% | +5.8% |
| Q3 2014 | $10,004,000 | -0.3% | 221,775 | -1.4% | 1.62% | +2.0% |
| Q2 2014 | $10,036,000 | +4.6% | 224,925 | +1.0% | 1.59% | -1.4% |
| Q1 2014 | $9,592,000 | -2.4% | 222,750 | -2.6% | 1.61% | -8.0% |
| Q4 2013 | $9,826,000 | +13.9% | 228,625 | +5.4% | 1.75% | +6.3% |
| Q3 2013 | $8,630,000 | -2.2% | 216,825 | -2.5% | 1.64% | -5.0% |
| Q2 2013 | $8,823,000 | – | 222,400 | – | 1.73% | – |
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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% |