SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 427 filers reported holding SELECT SECTOR SPDR TR in Q1 2015. The put-call ratio across all filers is 3.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $896,761 | -9.6% | 13,032 | -2.5% | 0.21% | -8.9% |
| Q2 2023 | $991,485 | -2.0% | 13,367 | -1.3% | 0.24% | -5.2% |
| Q1 2023 | $1,011,975 | +25199.4% | 13,545 | +18977.5% | 0.25% | +24700.0% |
| Q3 2022 | $4,000 | -20.0% | 71 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $5,000 | 0.0% | 71 | -6.6% | 0.00% | +100.0% |
| Q1 2022 | $5,000 | 0.0% | 76 | -1.3% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 77 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $5,000 | 0.0% | 77 | 0.0% | 0.00% | +100.0% |
| Q2 2021 | $5,000 | 0.0% | 77 | -7.2% | 0.00% | -50.0% |
| Q1 2021 | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | -44.4% | 83 | -45.0% | 0.00% | -33.3% |
| Q3 2020 | $9,000 | -96.4% | 151 | -96.5% | 0.00% | -96.7% |
| Q2 2020 | $250,000 | +4066.7% | 4,268 | +3677.0% | 0.09% | +4450.0% |
| Q1 2020 | $6,000 | -79.3% | 113 | -76.4% | 0.00% | -80.0% |
| Q4 2019 | $29,000 | +383.3% | 478 | +323.0% | 0.01% | +400.0% |
| Q3 2019 | $6,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 113 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | +20.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | -16.7% | 113 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $6,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | +20.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | -16.7% | 113 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | -53.8% | 113 | -53.7% | 0.00% | -57.1% |
| Q2 2016 | $13,000 | +8.3% | 244 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $12,000 | 0.0% | 244 | +1.7% | 0.01% | +40.0% |
| Q4 2015 | $12,000 | -76.0% | 240 | -77.8% | 0.01% | -78.3% |
| Q3 2015 | $50,000 | +22.0% | 1,080 | +23.4% | 0.02% | +21.1% |
| Q2 2015 | $41,000 | -4.7% | 875 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $43,000 | +514.3% | 875 | +491.2% | 0.02% | +533.3% |
| Q4 2014 | $7,000 | 0.0% | 148 | 0.0% | 0.00% | -25.0% |
| Q3 2014 | $7,000 | – | 148 | – | 0.00% | – |
Download | ||||||
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% |