SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 435 filers reported holding SELECT SECTOR SPDR TR in Q4 2014. The put-call ratio across all filers is 8.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,088 | -9.3% | 7,050 | -2.2% | 0.03% | -5.7% |
| Q2 2023 | $534,587 | -10.2% | 7,208 | -9.5% | 0.04% | -14.6% |
| Q1 2023 | $595,210 | +2.9% | 7,967 | +2.7% | 0.04% | +2.5% |
| Q4 2022 | $578,381 | +8.9% | 7,758 | -2.6% | 0.04% | 0.0% |
| Q3 2022 | $531,000 | -18.6% | 7,963 | -11.9% | 0.04% | -14.9% |
| Q2 2022 | $652,000 | +10.3% | 9,040 | +16.2% | 0.05% | +30.6% |
| Q1 2022 | $591,000 | +9.4% | 7,783 | +11.1% | 0.04% | +9.1% |
| Q4 2021 | $540,000 | +20.3% | 7,005 | +7.0% | 0.03% | +17.9% |
| Q3 2021 | $449,000 | -3.4% | 6,545 | -1.5% | 0.03% | -15.2% |
| Q2 2021 | $465,000 | +2.9% | 6,642 | -0.0% | 0.03% | -5.7% |
| Q1 2021 | $452,000 | +6.9% | 6,644 | +5.7% | 0.04% | -2.8% |
| Q4 2020 | $423,000 | -2.5% | 6,285 | -7.2% | 0.04% | -12.2% |
| Q3 2020 | $434,000 | -8.6% | 6,771 | -16.6% | 0.04% | -19.6% |
| Q2 2020 | $475,000 | +7.7% | 8,116 | -0.1% | 0.05% | -20.3% |
| Q1 2020 | $441,000 | +83.8% | 8,124 | +111.2% | 0.06% | +166.7% |
| Q4 2019 | $240,000 | -14.6% | 3,847 | -26.2% | 0.02% | -29.4% |
| Q3 2018 | $281,000 | +6.0% | 5,212 | +5.0% | 0.03% | -22.7% |
| Q3 2016 | $265,000 | +6.4% | 4,966 | +9.5% | 0.04% | 0.0% |
| Q2 2016 | $249,000 | +3.3% | 4,536 | -7.9% | 0.04% | +10.0% |
| Q1 2015 | $241,000 | -2.8% | 4,924 | -3.4% | 0.04% | -4.8% |
| Q4 2014 | $248,000 | -17.9% | 5,099 | -24.9% | 0.04% | -17.6% |
| Q2 2014 | $302,000 | – | 6,793 | – | 0.05% | – |
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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% |