SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 861 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.13 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $540,000 | +4.7% | 8,427 | -4.2% | 1.14% | -61.3% |
| Q2 2020 | $516,000 | +7.7% | 8,799 | 0.0% | 2.95% | +173.4% |
| Q1 2020 | $479,000 | -45.7% | 8,799 | -37.1% | 1.08% | -1.3% |
| Q4 2019 | $882,000 | +23.0% | 13,998 | +19.9% | 1.09% | +153.0% |
| Q3 2019 | $717,000 | +18.5% | 11,675 | +12.0% | 0.43% | +47.4% |
| Q2 2019 | $605,000 | -14.1% | 10,427 | -16.9% | 0.29% | -22.3% |
| Q1 2019 | $704,000 | +2.6% | 12,554 | -7.1% | 0.38% | +0.5% |
| Q4 2018 | $686,000 | +63.3% | 13,518 | +73.5% | 0.38% | +70.5% |
| Q3 2018 | $420,000 | +11.4% | 7,792 | +6.5% | 0.22% | -6.8% |
| Q2 2018 | $377,000 | – | 7,316 | – | 0.24% | – |
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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% |