SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 351 filers reported holding SELECT SECTOR SPDR TR in Q2 2014. The put-call ratio across all filers is 1.70 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,234 | -56.8% | 47 | -53.5% | 0.00% | – |
Q2 2023 | $7,491 | -95.3% | 101 | -95.6% | 0.00% | -100.0% |
Q1 2021 | $158,000 | +887.5% | 2,317 | +877.6% | 0.00% | – |
Q4 2020 | $16,000 | -92.5% | 237 | -92.9% | 0.00% | -100.0% |
Q3 2020 | $213,000 | +21.0% | 3,328 | +10.7% | 0.00% | +100.0% |
Q2 2020 | $176,000 | +7.3% | 3,007 | -0.2% | 0.00% | 0.0% |
Q1 2020 | $164,000 | -21.9% | 3,012 | -9.5% | 0.00% | 0.0% |
Q4 2019 | $210,000 | +25.7% | 3,329 | +22.7% | 0.00% | 0.0% |
Q3 2019 | $167,000 | +778.9% | 2,713 | +621.5% | 0.00% | – |
Q2 2018 | $19,000 | -52.5% | 376 | -50.0% | 0.00% | – |
Q1 2018 | $40,000 | +90.5% | 752 | +100.0% | 0.00% | – |
Q2 2017 | $21,000 | +425.0% | 376 | +394.7% | 0.00% | – |
Q4 2016 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | – |
Q3 2016 | $4,000 | -91.7% | 76 | -91.2% | 0.00% | – |
Q2 2016 | $48,000 | +4.3% | 865 | 0.0% | 0.00% | – |
Q1 2016 | $46,000 | -94.3% | 865 | -94.6% | 0.00% | -100.0% |
Q4 2015 | $805,000 | -9.3% | 15,951 | -15.2% | 0.00% | -20.0% |
Q3 2015 | $888,000 | -0.9% | 18,816 | 0.0% | 0.01% | +25.0% |
Q2 2015 | $896,000 | -2.3% | 18,816 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $917,000 | +0.5% | 18,816 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $912,000 | +7.4% | 18,816 | 0.0% | 0.00% | +33.3% |
Q3 2014 | $849,000 | +1.1% | 18,816 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $840,000 | – | 18,816 | – | 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% |