SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,060 filers reported holding SELECT SECTOR SPDR TR in Q2 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $900,586 | -6.6% | 13,088 | +0.7% | 0.36% | -2.4% |
| Q2 2023 | $964,210 | -0.7% | 13,000 | 0.0% | 0.37% | -3.9% |
| Q1 2023 | $971,230 | +0.2% | 13,000 | 0.0% | 0.39% | +3.8% |
| Q4 2022 | $969,150 | +11.8% | 13,000 | 0.0% | 0.37% | +13.4% |
| Q3 2022 | $867,000 | -7.6% | 13,000 | 0.0% | 0.33% | +49.1% |
| Q2 2022 | $938,000 | -5.0% | 13,000 | 0.0% | 0.22% | +4.8% |
| Q1 2022 | $987,000 | -1.5% | 13,000 | 0.0% | 0.21% | +1.9% |
| Q4 2021 | $1,002,000 | +12.0% | 13,000 | 0.0% | 0.21% | +10.2% |
| Q3 2021 | $895,000 | -1.6% | 13,000 | 0.0% | 0.19% | +1.6% |
| Q2 2021 | $910,000 | +2.5% | 13,000 | 0.0% | 0.18% | -2.1% |
| Q1 2021 | $888,000 | +1.3% | 13,000 | 0.0% | 0.19% | -0.5% |
| Q4 2020 | $877,000 | +5.3% | 13,000 | 0.0% | 0.19% | +1.6% |
| Q3 2020 | $833,000 | +9.3% | 13,000 | 0.0% | 0.19% | +7.5% |
| Q2 2020 | $762,000 | +7.6% | 13,000 | 0.0% | 0.17% | +2.4% |
| Q1 2020 | $708,000 | -13.6% | 13,000 | 0.0% | 0.17% | -4.5% |
| Q4 2019 | $819,000 | +2.6% | 13,000 | 0.0% | 0.18% | -0.6% |
| Q3 2019 | $798,000 | +5.7% | 13,000 | 0.0% | 0.18% | +42.4% |
| Q2 2019 | $755,000 | +3.6% | 13,000 | 0.0% | 0.12% | +2.5% |
| Q1 2019 | $729,000 | – | 13,000 | – | 0.12% | – |
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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% |