SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 660 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.23 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,928,845 | -19.2% | 28,031 | -12.9% | 0.44% | -19.8% |
| Q2 2023 | $2,386,962 | +6.1% | 32,182 | +6.8% | 0.55% | -3.8% |
| Q1 2023 | $2,250,541 | +6.7% | 30,124 | +6.5% | 0.57% | -10.3% |
| Q4 2022 | $2,108,601 | +10.1% | 28,284 | -1.4% | 0.64% | -13.6% |
| Q3 2022 | $1,915,000 | +26.7% | 28,699 | +37.0% | 0.74% | +42.6% |
| Q2 2022 | $1,512,000 | -3.6% | 20,952 | +1.4% | 0.52% | -3.7% |
| Q1 2022 | $1,569,000 | +9.6% | 20,669 | +11.3% | 0.54% | +6.9% |
| Q4 2021 | $1,431,000 | +17.0% | 18,563 | +4.4% | 0.50% | +9.1% |
| Q3 2021 | $1,223,000 | +6.3% | 17,773 | +8.1% | 0.46% | +14.4% |
| Q2 2021 | $1,150,000 | +4.3% | 16,435 | +1.8% | 0.40% | -8.4% |
| Q1 2021 | $1,103,000 | +6.6% | 16,142 | +5.2% | 0.44% | -0.9% |
| Q4 2020 | $1,035,000 | +1.6% | 15,344 | -3.5% | 0.44% | -3.7% |
| Q3 2020 | $1,019,000 | +9.7% | 15,901 | +0.3% | 0.46% | +9.7% |
| Q2 2020 | $929,000 | -23.6% | 15,849 | -29.0% | 0.42% | -26.4% |
| Q1 2020 | $1,216,000 | -28.9% | 22,325 | -17.8% | 0.57% | -7.3% |
| Q4 2019 | $1,710,000 | +6.0% | 27,157 | +1.8% | 0.62% | -3.6% |
| Q3 2019 | $1,613,000 | +1.0% | 26,687 | -0.7% | 0.64% | +6.3% |
| Q2 2019 | $1,597,000 | +11.4% | 26,885 | +6.0% | 0.60% | +10.1% |
| Q1 2019 | $1,433,000 | +58.5% | 25,357 | -67.4% | 0.55% | +58.6% |
| Q4 2018 | $904,000 | -6.1% | 77,811 | +331.6% | 0.34% | -12.7% |
| Q3 2018 | $963,000 | +4.2% | 18,029 | +0.5% | 0.40% | -3.4% |
| Q2 2018 | $924,000 | +7.3% | 17,934 | +9.7% | 0.41% | 0.0% |
| Q1 2018 | $861,000 | -1.6% | 16,351 | +6.3% | 0.41% | +2.2% |
| Q4 2017 | $875,000 | +17.9% | 15,387 | +12.0% | 0.40% | +7.0% |
| Q3 2017 | $742,000 | +22.6% | 13,744 | +24.8% | 0.37% | +23.8% |
| Q2 2017 | $605,000 | +42.7% | 11,013 | +41.9% | 0.30% | +18.4% |
| Q1 2017 | $424,000 | – | 7,760 | – | 0.26% | – |
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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% |