SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 515 filers reported holding SELECT SECTOR SPDR TR in Q2 2016. The put-call ratio across all filers is 2.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $902,000 | -2.9% | 17,459 | 0.0% | 0.55% | -7.4% |
Q3 2016 | $929,000 | -3.5% | 17,459 | 0.0% | 0.60% | -6.7% |
Q2 2016 | $963,000 | -0.8% | 17,459 | -4.6% | 0.64% | -3.6% |
Q1 2016 | $971,000 | -5.4% | 18,309 | -9.9% | 0.66% | -11.3% |
Q4 2015 | $1,026,000 | +7.0% | 20,329 | 0.0% | 0.75% | +3.2% |
Q3 2015 | $959,000 | -4.7% | 20,329 | -3.8% | 0.73% | +3.7% |
Q2 2015 | $1,006,000 | -2.0% | 21,129 | +0.3% | 0.70% | -5.5% |
Q1 2015 | $1,027,000 | – | 21,069 | – | 0.74% | – |
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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% |