SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 853 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,570,148 | -23.6% | 22,819 | -17.6% | 0.10% | -44.5% |
| Q2 2023 | $2,054,951 | -9.6% | 27,706 | -9.0% | 0.17% | -12.6% |
| Q1 2023 | $2,273,998 | +4.1% | 30,438 | +3.9% | 0.20% | -7.5% |
| Q4 2022 | $2,184,712 | +10.0% | 29,305 | -1.6% | 0.21% | 0.0% |
| Q3 2022 | $1,987,000 | -28.4% | 29,776 | -22.6% | 0.21% | -5.7% |
| Q2 2022 | $2,776,000 | +68.2% | 38,454 | +76.9% | 0.23% | +26.1% |
| Q1 2022 | $1,650,000 | -4.5% | 21,741 | -3.0% | 0.18% | -2.2% |
| Q4 2021 | $1,727,000 | +4.4% | 22,402 | -6.8% | 0.18% | -9.8% |
| Q3 2021 | $1,654,000 | +1.1% | 24,033 | +2.8% | 0.20% | -2.4% |
| Q2 2021 | $1,636,000 | +4.1% | 23,386 | +1.6% | 0.21% | -8.7% |
| Q1 2021 | $1,572,000 | +2.1% | 23,009 | +0.7% | 0.23% | -6.1% |
| Q4 2020 | $1,540,000 | +539.0% | 22,838 | +506.4% | 0.24% | +313.6% |
| Q3 2020 | $241,000 | – | 3,766 | – | 0.06% | – |
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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% |