SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 326 filers reported holding SELECT SECTOR SPDR TR in Q1 2014. The put-call ratio across all filers is 1.75 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,899,053 | +12.1% | 65,715 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $4,372,000 | -7.2% | 65,509 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $4,713,000 | -7.0% | 65,295 | -2.3% | 0.01% | +25.0% |
| Q1 2022 | $5,070,000 | -1.1% | 66,817 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $5,126,000 | +1597.4% | 66,477 | +1416.7% | 0.00% | – |
| Q3 2021 | $302,000 | +2.7% | 4,383 | +4.6% | 0.00% | – |
| Q2 2021 | $294,000 | +31.2% | 4,192 | +28.3% | 0.00% | – |
| Q1 2021 | $224,000 | +3.7% | 3,267 | +2.2% | 0.00% | – |
| Q4 2020 | $216,000 | -95.0% | 3,198 | -95.5% | 0.00% | -100.0% |
| Q3 2019 | $4,341,000 | +1550.6% | 70,678 | +1053.7% | 0.01% | – |
| Q1 2014 | $263,000 | +8.7% | 6,126 | +8.8% | 0.00% | – |
| Q4 2013 | $242,000 | -55.5% | 5,633 | -62.7% | 0.00% | – |
| Q3 2013 | $544,000 | +81.3% | 15,116 | +99.6% | 0.00% | – |
| Q2 2013 | $300,000 | – | 7,572 | – | 0.00% | – |
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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% |