SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 777 filers reported holding SELECT SECTOR SPDR TR in Q4 2019. The put-call ratio across all filers is 0.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,333 | -72.4% | 5,164 | -70.2% | 0.04% | -72.4% |
| Q2 2023 | $1,286,865 | +20.4% | 17,350 | +21.3% | 0.13% | +0.8% |
| Q1 2023 | $1,068,987 | +1.9% | 14,308 | +1.7% | 0.13% | +1.6% |
| Q4 2022 | $1,049,131 | +42.9% | 14,073 | +27.9% | 0.12% | +30.5% |
| Q3 2022 | $734,000 | +5.0% | 11,003 | +13.6% | 0.10% | +11.8% |
| Q2 2022 | $699,000 | +222.1% | 9,689 | +238.2% | 0.08% | +254.2% |
| Q1 2022 | $217,000 | -5.2% | 2,865 | -3.7% | 0.02% | -11.1% |
| Q4 2021 | $229,000 | +227.1% | 2,974 | +191.0% | 0.03% | +200.0% |
| Q3 2021 | $70,000 | -6.7% | 1,022 | -4.7% | 0.01% | 0.0% |
| Q2 2021 | $75,000 | -1.3% | 1,072 | -3.1% | 0.01% | -18.2% |
| Q1 2021 | $76,000 | +8.6% | 1,106 | +5.8% | 0.01% | +10.0% |
| Q4 2020 | $70,000 | -44.0% | 1,045 | -46.2% | 0.01% | -58.3% |
| Q3 2020 | $125,000 | +101.6% | 1,943 | +82.4% | 0.02% | +84.6% |
| Q2 2020 | $62,000 | -85.4% | 1,065 | -86.4% | 0.01% | -87.5% |
| Q1 2020 | $426,000 | +298.1% | 7,826 | +361.4% | 0.10% | +258.6% |
| Q4 2019 | $107,000 | +59.7% | 1,696 | +56.3% | 0.03% | +52.6% |
| Q3 2019 | $67,000 | 0.0% | 1,085 | -3.7% | 0.02% | -5.0% |
| Q2 2019 | $67,000 | -2.9% | 1,127 | -7.8% | 0.02% | -23.1% |
| Q1 2019 | $69,000 | +11.3% | 1,222 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $62,000 | – | 1,222 | – | 0.03% | – |
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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% |