SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,099 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.57 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $488,706 | +3.7% | 6,589 | +4.4% | 1.05% | +11.0% |
| Q1 2023 | $471,420 | -14.0% | 6,310 | -14.2% | 0.94% | -23.5% |
| Q4 2022 | $548,166 | +20.2% | 7,353 | +11.2% | 1.24% | +9.8% |
| Q3 2022 | $456,000 | -3.4% | 6,615 | +1.9% | 1.12% | +77.4% |
| Q2 2022 | $472,000 | -3.7% | 6,491 | -2.6% | 0.63% | +89.3% |
| Q1 2022 | $490,000 | +520.3% | 6,667 | -91.6% | 0.34% | +467.8% |
| Q4 2015 | $79,000 | – | 79,067 | – | 0.06% | – |
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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% |