SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 545 filers reported holding SELECT SECTOR SPDR TR in Q3 2018. The put-call ratio across all filers is 1.51 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $232,000 | +12.6% | 3,683 | +10.0% | 0.11% | -2.6% |
| Q3 2019 | $206,000 | -35.0% | 3,347 | -38.6% | 0.12% | -33.5% |
| Q2 2019 | $317,000 | -12.9% | 5,450 | -16.0% | 0.18% | -13.3% |
| Q1 2019 | $364,000 | +4.9% | 6,489 | -5.4% | 0.20% | -22.5% |
| Q4 2018 | $347,000 | +28.5% | 6,863 | +31.1% | 0.26% | +17.5% |
| Q2 2018 | $270,000 | -17.7% | 5,235 | -16.0% | 0.22% | -21.8% |
| Q1 2018 | $328,000 | +1.5% | 6,230 | +9.7% | 0.28% | -20.2% |
| Q4 2017 | $323,000 | -33.1% | 5,679 | -36.5% | 0.36% | -14.8% |
| Q3 2017 | $483,000 | +12.6% | 8,939 | +14.6% | 0.42% | +13.2% |
| Q2 2017 | $429,000 | +7.2% | 7,801 | +6.5% | 0.37% | +4.8% |
| Q1 2017 | $400,000 | – | 7,328 | – | 0.35% | – |
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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% |