SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,019 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,266 | -21.9% | 6,601 | -15.8% | 0.05% | -4.2% |
| Q2 2023 | $581,292 | -64.6% | 7,837 | -64.3% | 0.05% | -71.1% |
| Q1 2023 | $1,640,668 | -19.8% | 21,960 | -20.0% | 0.17% | -8.3% |
| Q4 2022 | $2,046,978 | -10.7% | 27,457 | -20.0% | 0.18% | -17.4% |
| Q3 2022 | $2,291,000 | +69.8% | 34,325 | +85.1% | 0.22% | +75.2% |
| Q2 2022 | $1,349,000 | +154.5% | 18,540 | +165.7% | 0.12% | +204.9% |
| Q1 2022 | $530,000 | +35.5% | 6,977 | +37.7% | 0.04% | +32.3% |
| Q4 2021 | $391,000 | +60.2% | 5,068 | +43.0% | 0.03% | +40.9% |
| Q3 2021 | $244,000 | +11.4% | 3,543 | +13.2% | 0.02% | +10.0% |
| Q2 2021 | $219,000 | +5.3% | 3,131 | +2.8% | 0.02% | -4.8% |
| Q1 2021 | $208,000 | -8.4% | 3,045 | -9.4% | 0.02% | -19.2% |
| Q4 2020 | $227,000 | +4.1% | 3,360 | -9.4% | 0.03% | -16.1% |
| Q2 2020 | $218,000 | -47.0% | 3,709 | -50.8% | 0.03% | +181.8% |
| Q1 2020 | $411,000 | – | 7,541 | – | 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% |