SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,019 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $678,285 | +127.5% | 9,145 | +129.1% | 0.21% | +77.6% |
| Q1 2023 | $298,168 | -78.0% | 3,991 | -78.8% | 0.12% | -66.2% |
| Q2 2022 | $1,357,000 | +195.6% | 18,806 | +181.9% | 0.34% | +229.8% |
| Q3 2021 | $459,000 | -5.4% | 6,672 | -6.1% | 0.10% | +126.1% |
| Q1 2021 | $485,000 | +26.3% | 7,106 | +18.7% | 0.05% | -42.5% |
| Q3 2020 | $384,000 | +24.3% | 5,987 | +21.9% | 0.08% | +21.2% |
| Q4 2019 | $309,000 | -68.1% | 4,910 | -68.9% | 0.07% | -73.4% |
| Q3 2019 | $969,000 | +136.3% | 15,781 | +107.6% | 0.25% | +108.4% |
| Q3 2017 | $410,000 | +52.4% | 7,600 | +54.1% | 0.12% | +70.0% |
| Q1 2017 | $269,000 | -48.0% | 4,932 | -50.7% | 0.07% | -71.1% |
| Q4 2016 | $517,000 | -78.3% | 9,997 | -77.6% | 0.24% | -64.7% |
| Q3 2016 | $2,378,000 | – | 44,687 | – | 0.68% | – |
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% |