SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 510 filers reported holding SELECT SECTOR SPDR TR in Q1 2017. The put-call ratio across all filers is 2.61 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $36,000 | +5.9% | 540 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $34,000 | +13.3% | 540 | 0.0% | 0.02% | +6.2% |
| Q1 2019 | $30,000 | +11.1% | 540 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $27,000 | -6.9% | 540 | 0.0% | 0.02% | +14.3% |
| Q3 2018 | $29,000 | +3.6% | 540 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $28,000 | 0.0% | 540 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $28,000 | -9.7% | 540 | 0.0% | 0.02% | -6.2% |
| Q4 2017 | $31,000 | +6.9% | 540 | 0.0% | 0.02% | +6.7% |
| Q3 2017 | $29,000 | -3.3% | 540 | 0.0% | 0.02% | -6.2% |
| Q2 2017 | $30,000 | +3.4% | 540 | 0.0% | 0.02% | -5.9% |
| Q1 2017 | $29,000 | +3.6% | 540 | 0.0% | 0.02% | +6.2% |
| Q4 2016 | $28,000 | -3.4% | 540 | 0.0% | 0.02% | -11.1% |
| Q3 2016 | $29,000 | – | 540 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trident Investment Management, LLC | 105,480 | $4,199,000 | 31.43% |
| TIEDEMANN TRUST CO | 3,044,038 | $120,684,000 | 20.75% |
| Giralda Advisors, LLC | 632,300 | $25,166,000 | 11.91% |
| TIEDEMANN ADVISORS, LLC | 87,262 | $3,473,000 | 6.97% |
| SWARTHMORE GROUP INC | 1,359,375 | $54,103,000 | 6.92% |
| Pinnacle Advisory Group, Inc. | 1,022,613 | $40,700,000 | 4.76% |
| Thornmark Asset Management Inc. | 39,290 | $1,564,000 | 4.50% |
| Eclectica Asset Management LLP | 100,600 | $4,004,000 | 3.17% |
| FCA CORP /TX | 122,267 | $4,871,000 | 2.90% |
| United Asset Strategies, Inc. | 83,538 | $3,325,000 | 2.11% |