SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,046 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,756,804 | -8.6% | 40,064 | -1.5% | 0.54% | -5.4% |
Q2 2023 | $3,017,384 | +0.7% | 40,682 | +1.4% | 0.57% | -4.7% |
Q1 2023 | $2,996,842 | -2.0% | 40,113 | -2.3% | 0.60% | -3.1% |
Q4 2022 | $3,059,457 | +13.0% | 41,039 | +1.1% | 0.62% | -23.6% |
Q3 2022 | $2,708,000 | -6.8% | 40,582 | +0.8% | 0.81% | +33.3% |
Q2 2022 | $2,906,000 | -3.6% | 40,257 | +1.4% | 0.61% | +11.4% |
Q1 2022 | $3,013,000 | -1.6% | 39,707 | -0.0% | 0.54% | +1.3% |
Q4 2021 | $3,062,000 | +12.0% | 39,713 | 0.0% | 0.54% | +3.5% |
Q3 2021 | $2,734,000 | +0.7% | 39,713 | +2.4% | 0.52% | -0.2% |
Q2 2021 | $2,714,000 | +5.4% | 38,788 | +2.9% | 0.52% | -1.5% |
Q1 2021 | $2,574,000 | +8.9% | 37,683 | +7.5% | 0.53% | -1.1% |
Q4 2020 | $2,364,000 | +10.1% | 35,042 | +4.6% | 0.54% | -4.6% |
Q3 2020 | $2,147,000 | +14.1% | 33,487 | +4.4% | 0.56% | +7.7% |
Q2 2020 | $1,882,000 | +11.2% | 32,087 | +3.2% | 0.52% | -5.8% |
Q1 2020 | $1,693,000 | -12.6% | 31,087 | +1.1% | 0.55% | +15.0% |
Q4 2019 | $1,936,000 | +2.5% | 30,737 | 0.0% | 0.48% | -6.6% |
Q3 2019 | $1,888,000 | +5.0% | 30,737 | -0.7% | 0.52% | +1.6% |
Q2 2019 | $1,798,000 | +2.9% | 30,962 | -0.6% | 0.51% | 0.0% |
Q1 2019 | $1,748,000 | +9.5% | 31,162 | -0.9% | 0.51% | -1.4% |
Q4 2018 | $1,597,000 | -14.8% | 31,441 | -9.5% | 0.51% | -3.0% |
Q3 2018 | $1,874,000 | -4.0% | 34,741 | -8.3% | 0.53% | -8.9% |
Q2 2018 | $1,953,000 | -9.8% | 37,891 | -7.9% | 0.58% | -12.3% |
Q1 2018 | $2,166,000 | -10.0% | 41,155 | -2.8% | 0.66% | -12.7% |
Q4 2017 | $2,408,000 | +2.4% | 42,335 | -2.8% | 0.76% | -1.0% |
Q3 2017 | $2,351,000 | +2.8% | 43,550 | +4.6% | 0.77% | -2.3% |
Q2 2017 | $2,287,000 | +5.9% | 41,625 | +5.2% | 0.79% | +3.6% |
Q1 2017 | $2,159,000 | +5.1% | 39,550 | -0.5% | 0.76% | 0.0% |
Q4 2016 | $2,055,000 | -8.5% | 39,750 | -5.8% | 0.76% | -13.9% |
Q3 2016 | $2,245,000 | +0.9% | 42,200 | +4.6% | 0.88% | -3.3% |
Q2 2016 | $2,224,000 | +89.0% | 40,330 | +81.8% | 0.91% | +75.6% |
Q1 2016 | $1,177,000 | +3.2% | 22,180 | -1.9% | 0.52% | +1.2% |
Q4 2015 | $1,141,000 | -6.0% | 22,605 | -12.1% | 0.51% | +1.6% |
Q3 2015 | $1,214,000 | +3.6% | 25,730 | +4.5% | 0.51% | +6.8% |
Q2 2015 | $1,172,000 | +59.9% | 24,630 | +63.9% | 0.47% | +58.5% |
Q1 2015 | $733,000 | +37.3% | 15,030 | +36.6% | 0.30% | +31.7% |
Q4 2014 | $534,000 | +60.8% | 11,003 | +49.6% | 0.23% | +50.3% |
Q3 2014 | $332,000 | +10.3% | 7,353 | +8.9% | 0.15% | -7.4% |
Q2 2014 | $301,000 | +3.4% | 6,753 | 0.0% | 0.16% | -3.0% |
Q1 2014 | $291,000 | +0.3% | 6,753 | 0.0% | 0.17% | -5.6% |
Q4 2013 | $290,000 | – | 6,753 | – | 0.18% | – |
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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% |