SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 982 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.79 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $519 | -98.8% | 7 | -98.9% | 0.00% | -100.0% |
| Q3 2021 | $44,000 | -53.2% | 643 | -52.1% | 0.01% | -53.3% |
| Q2 2021 | $94,000 | +42.4% | 1,341 | +38.1% | 0.02% | +15.4% |
| Q1 2021 | $66,000 | +633.3% | 971 | +641.2% | 0.01% | +550.0% |
| Q4 2020 | $9,000 | +12.5% | 131 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | -70.4% | 131 | -74.0% | 0.00% | -66.7% |
| Q1 2020 | $27,000 | -30.8% | 504 | -19.4% | 0.01% | -25.0% |
| Q4 2019 | $39,000 | +2.6% | 625 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,000 | +5.6% | 625 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $36,000 | +2.9% | 625 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $35,000 | – | 625 | – | 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% |