SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 294 filers reported holding SELECT SECTOR SPDR TR in Q3 2013. The put-call ratio across all filers is 1.05 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $628,111,000 | +11.8% | 12,953,420 | +4.0% | 5.86% | +45.2% |
| Q3 2014 | $561,739,000 | +11.4% | 12,452,650 | +10.1% | 4.03% | +13.9% |
| Q2 2014 | $504,466,000 | +27.7% | 11,305,820 | +23.0% | 3.54% | +8.2% |
| Q4 2013 | $394,974,000 | +40.9% | 9,189,720 | +30.1% | 3.27% | -7.5% |
| Q2 2013 | $280,253,000 | – | 7,064,605 | – | 3.54% | – |
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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% |