SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 766 filers reported holding SELECT SECTOR SPDR TR in Q2 2020. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,755 | -18.8% | 6,391 | -12.5% | 0.01% | -25.0% |
| Q2 2023 | $541,653 | -12.3% | 7,303 | -11.8% | 0.01% | -27.3% |
| Q1 2023 | $617,560 | 0.0% | 8,284 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $617,560 | +11.5% | 8,284 | -0.3% | 0.01% | 0.0% |
| Q3 2022 | $554,000 | -0.9% | 8,307 | +7.3% | 0.01% | 0.0% |
| Q2 2022 | $559,000 | -4.6% | 7,741 | +0.2% | 0.01% | -8.3% |
| Q1 2022 | $586,000 | -1.7% | 7,726 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $596,000 | +11.4% | 7,726 | -0.7% | 0.01% | +9.1% |
| Q3 2021 | $535,000 | -1.1% | 7,777 | +0.7% | 0.01% | -15.4% |
| Q2 2021 | $541,000 | +2.5% | 7,726 | 0.0% | 0.01% | -50.0% |
| Q1 2021 | $528,000 | -3.1% | 7,726 | -4.3% | 0.03% | -10.3% |
| Q4 2020 | $545,000 | +16.0% | 8,076 | +10.2% | 0.03% | -19.4% |
| Q3 2020 | $470,000 | -12.1% | 7,326 | -19.6% | 0.04% | -29.4% |
| Q2 2020 | $535,000 | -21.0% | 9,115 | -27.4% | 0.05% | -68.3% |
| Q3 2017 | $677,000 | – | 12,548 | – | 0.16% | – |
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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% |