SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 342 filers reported holding SELECT SECTOR SPDR TR in Q4 2013. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,795,870 | -89.4% | 215,025 | -88.4% | 0.78% | -91.5% |
| Q1 2023 | $139,085,963 | +6173.6% | 1,861,678 | +3242.0% | 9.20% | +1225.1% |
| Q3 2013 | $2,217,000 | +0.3% | 55,706 | 0.0% | 0.69% | -31.4% |
| Q2 2013 | $2,210,000 | +39.3% | 55,706 | +39.6% | 1.01% | +35.2% |
| Q1 2013 | $1,587,000 | – | 39,906 | – | 0.75% | – |
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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% |