SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 565 filers reported holding SELECT SECTOR SPDR TR in Q4 2017. The put-call ratio across all filers is 2.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124,408 | -7.2% | 1,808 | 0.0% | 0.19% | -9.7% |
| Q2 2023 | $134,099 | -8.0% | 1,808 | -7.3% | 0.21% | -12.7% |
| Q1 2023 | $145,685 | +28.9% | 1,950 | +33.3% | 0.24% | +143.3% |
| Q4 2021 | $113,000 | -5.8% | 1,463 | -16.3% | 0.10% | -9.3% |
| Q3 2021 | $120,000 | -14.3% | 1,747 | -12.6% | 0.11% | -8.5% |
| Q2 2021 | $140,000 | -5.4% | 2,000 | -7.7% | 0.12% | -2.5% |
| Q1 2021 | $148,000 | -13.5% | 2,167 | -14.3% | 0.12% | -11.1% |
| Q4 2020 | $171,000 | -32.4% | 2,529 | -36.9% | 0.14% | +28.6% |
| Q4 2019 | $253,000 | -15.4% | 4,011 | -17.7% | 0.10% | -9.5% |
| Q3 2019 | $299,000 | -20.3% | 4,871 | -27.1% | 0.12% | -38.3% |
| Q2 2019 | $375,000 | +8.1% | 6,681 | +7.9% | 0.19% | -14.2% |
| Q1 2019 | $347,000 | -5.2% | 6,191 | -8.7% | 0.22% | +140.7% |
| Q4 2018 | $366,000 | -19.2% | 6,780 | -21.2% | 0.09% | -17.3% |
| Q2 2018 | $453,000 | -1.9% | 8,600 | -2.1% | 0.11% | -0.9% |
| Q1 2018 | $462,000 | +122.1% | 8,781 | +139.9% | 0.11% | +126.5% |
| Q4 2017 | $208,000 | – | 3,661 | – | 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% |