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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,635,385 | +16.6% | 21,937 | +18.7% | 0.35% | +25.4% |
| Q1 2022 | $1,402,000 | +2.6% | 18,477 | +4.3% | 0.28% | +7.8% |
| Q4 2021 | $1,366,000 | +5.7% | 17,716 | -5.6% | 0.26% | -3.4% |
| Q3 2021 | $1,292,000 | +24.7% | 18,774 | +26.8% | 0.26% | +25.0% |
| Q2 2021 | $1,036,000 | -8.6% | 14,805 | -10.7% | 0.21% | -13.5% |
| Q1 2021 | $1,133,000 | -5.7% | 16,586 | -6.9% | 0.24% | -17.5% |
| Q4 2020 | $1,201,000 | +120000.0% | 17,810 | +1.3% | 0.30% | -10.8% |
| Q3 2020 | $1,000 | -99.9% | 17,580 | -14.7% | 0.33% | -10.5% |
| Q4 2019 | $1,298,000 | -2.4% | 20,614 | -4.8% | 0.37% | -29.8% |
| Q3 2019 | $1,330,000 | – | 21,658 | – | 0.53% | – |
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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% |