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 | $304,743 | -9.8% | 4,429 | -2.7% | 0.01% | 0.0% |
| Q2 2023 | $337,759 | +4.3% | 4,554 | +5.1% | 0.01% | -12.5% |
| Q1 2023 | $323,718 | -9.5% | 4,333 | -9.7% | 0.01% | -20.0% |
| Q4 2022 | $357,691 | +67.9% | 4,798 | +52.3% | 0.01% | -9.1% |
| Q4 2020 | $213,000 | -6.6% | 3,151 | -11.4% | 0.01% | -31.2% |
| Q3 2020 | $228,000 | +7.5% | 3,558 | -1.6% | 0.02% | +6.7% |
| Q2 2020 | $212,000 | -19.1% | 3,615 | -24.7% | 0.02% | -34.8% |
| Q1 2020 | $262,000 | -6.1% | 4,803 | +8.3% | 0.02% | +4.5% |
| Q4 2019 | $279,000 | +2.6% | 4,436 | 0.0% | 0.02% | -8.3% |
| Q3 2019 | $272,000 | +806.7% | 4,436 | +759.7% | 0.02% | +1100.0% |
| Q2 2019 | $30,000 | +328.6% | 516 | +309.5% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | – | 126 | – | 0.00% | – |
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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% |