SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 24 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,612,491 | -8.6% | 67,032 | -2.3% | 1.24% | -4.4% |
| Q2 2023 | $5,045,270 | +18.7% | 68,596 | +22.1% | 1.30% | +12.8% |
| Q1 2023 | $4,249,539 | -17.2% | 56,166 | -18.3% | 1.15% | -13.4% |
| Q4 2022 | $5,135,194 | +61.8% | 68,707 | +47.8% | 1.33% | +67.6% |
| Q3 2022 | $3,174,000 | -19.0% | 46,492 | -11.2% | 0.79% | +0.1% |
| Q2 2022 | $3,918,000 | +10489.2% | 52,365 | +7423.7% | 0.79% | +6500.0% |
| Q1 2020 | $37,000 | – | 696 | – | 0.01% | – |
Download | ||||||
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% |