SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,042 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 4.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,973 | -34.4% | 174 | -29.3% | 0.00% | -50.0% |
| Q2 2023 | $18,246 | -67.7% | 246 | -67.5% | 0.00% | -66.7% |
| Q1 2023 | $56,555 | +336.0% | 757 | +335.1% | 0.01% | +200.0% |
| Q4 2022 | $12,972 | +8.1% | 174 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -51.9% | 174 | -51.5% | 0.00% | -33.3% |
| Q1 2022 | $27,000 | -3.6% | 359 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $28,000 | +12.0% | 359 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | -32.4% | 359 | -33.5% | 0.00% | +50.0% |
| Q2 2021 | $37,000 | +105.6% | 540 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | -58.1% | 270 | -63.3% | 0.00% | -75.0% |
| Q2 2020 | $43,000 | +19.4% | 736 | +10.2% | 0.01% | 0.0% |
| Q1 2020 | $36,000 | +2.9% | 668 | +18.9% | 0.01% | +33.3% |
| Q4 2019 | $35,000 | -55.1% | 562 | -55.7% | 0.01% | -53.8% |
| Q3 2019 | $78,000 | – | 1,269 | – | 0.01% | – |
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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% |