SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,041 | -6.4% | 6,395 | +0.9% | 0.17% | -14.6% |
| Q2 2023 | $470,312 | +6.9% | 6,341 | +7.7% | 0.20% | +18.6% |
| Q1 2023 | $439,809 | +0.3% | 5,887 | +0.1% | 0.17% | -16.5% |
| Q4 2022 | $438,665 | +13.1% | 5,884 | +0.9% | 0.20% | +8.1% |
| Q3 2022 | $388,000 | -7.6% | 5,830 | +0.1% | 0.18% | +14.2% |
| Q2 2022 | $420,000 | -3.2% | 5,826 | +1.8% | 0.16% | +0.6% |
| Q1 2022 | $434,000 | -1.1% | 5,722 | +0.2% | 0.16% | +6.6% |
| Q4 2021 | $439,000 | +13.4% | 5,710 | +1.7% | 0.15% | +29.1% |
| Q3 2021 | $387,000 | -0.8% | 5,615 | -0.3% | 0.12% | -4.1% |
| Q2 2021 | $390,000 | +82.2% | 5,632 | +42.8% | 0.12% | -19.2% |
| Q1 2020 | $214,000 | -13.4% | 3,944 | +0.1% | 0.15% | -0.7% |
| Q4 2019 | $247,000 | +8.3% | 3,942 | +5.4% | 0.15% | +19.7% |
| Q3 2019 | $228,000 | – | 3,739 | – | 0.13% | – |
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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% |