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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,665 | -5.5% | 292 | -4.9% | 0.01% | -25.0% |
| Q1 2023 | $22,937 | +0.5% | 307 | +0.3% | 0.01% | -7.7% |
| Q4 2022 | $22,829 | +14.1% | 306 | +0.7% | 0.01% | +8.3% |
| Q3 2022 | $20,000 | -55.6% | 304 | -51.1% | 0.01% | -55.6% |
| Q2 2022 | $45,000 | +32.4% | 622 | +37.0% | 0.03% | +35.0% |
| Q1 2022 | $34,000 | +240.0% | 454 | +257.5% | 0.02% | +233.3% |
| Q4 2021 | $10,000 | +11.1% | 127 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 126 | +0.8% | 0.01% | -25.0% |
| Q1 2021 | $9,000 | +12.5% | 125 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $8,000 | -86.0% | 125 | -86.0% | 0.01% | -87.7% |
| Q3 2020 | $57,000 | – | 890 | – | 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% |