SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 490 filers reported holding SELECT SECTOR SPDR TR in Q3 2017. The put-call ratio across all filers is 2.19 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,556 | -7.2% | 3,205 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $237,737 | -3.1% | 3,205 | -2.4% | 0.02% | -18.5% |
| Q1 2023 | $245,369 | -19.9% | 3,284 | -20.1% | 0.03% | -25.0% |
| Q4 2022 | $306,422 | +1432.1% | 4,110 | +1439.3% | 0.04% | +500.0% |
| Q1 2022 | $20,000 | 0.0% | 267 | +0.8% | 0.01% | +20.0% |
| Q4 2021 | $20,000 | +11.1% | 265 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 263 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $18,000 | +38.5% | 261 | +35.9% | 0.01% | +25.0% |
| Q1 2021 | $13,000 | 0.0% | 192 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 191 | +1.1% | 0.00% | +33.3% |
| Q3 2020 | $12,000 | +9.1% | 189 | +0.5% | 0.00% | -25.0% |
| Q2 2020 | $11,000 | -71.8% | 188 | -73.9% | 0.00% | -71.4% |
| Q1 2020 | $39,000 | -29.1% | 721 | -31.4% | 0.01% | -39.1% |
| Q1 2018 | $55,000 | -5.2% | 1,051 | +5.1% | 0.02% | -11.5% |
| Q4 2017 | $58,000 | +1833.3% | 1,000 | +1860.8% | 0.03% | +2500.0% |
| Q3 2017 | $3,000 | – | 51 | – | 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% |