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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,758 | +10.5% | 3,775 | +19.1% | 0.19% | +16.0% |
| Q2 2023 | $235,045 | -0.7% | 3,169 | 0.0% | 0.16% | +1.2% |
| Q1 2023 | $236,756 | +0.2% | 3,169 | 0.0% | 0.16% | 0.0% |
| Q4 2022 | $236,249 | +12.0% | 3,169 | 0.0% | 0.16% | +15.1% |
| Q3 2022 | $211,000 | -22.4% | 3,169 | -16.1% | 0.14% | -12.0% |
| Q2 2022 | $272,000 | -4.9% | 3,775 | 0.0% | 0.16% | +2.6% |
| Q1 2022 | $286,000 | -1.7% | 3,775 | 0.0% | 0.15% | -9.9% |
| Q4 2021 | $291,000 | +11.9% | 3,775 | 0.0% | 0.17% | +3.6% |
| Q3 2021 | $260,000 | -1.5% | 3,775 | 0.0% | 0.16% | +1.2% |
| Q2 2021 | $264,000 | +2.3% | 3,775 | 0.0% | 0.16% | -4.1% |
| Q1 2021 | $258,000 | +1.2% | 3,775 | 0.0% | 0.17% | -6.6% |
| Q4 2020 | $255,000 | +5.4% | 3,775 | 0.0% | 0.18% | -9.9% |
| Q3 2020 | $242,000 | +9.5% | 3,775 | 0.0% | 0.20% | -8.6% |
| Q2 2020 | $221,000 | +7.3% | 3,775 | 0.0% | 0.22% | +13.3% |
| Q1 2020 | $206,000 | -13.4% | 3,775 | 0.0% | 0.20% | -0.5% |
| Q4 2019 | $238,000 | +2.6% | 3,775 | 0.0% | 0.20% | +4.8% |
| Q3 2019 | $232,000 | +5.9% | 3,775 | 0.0% | 0.19% | +6.2% |
| Q2 2019 | $219,000 | +3.3% | 3,775 | 0.0% | 0.18% | -0.6% |
| Q1 2019 | $212,000 | +10.4% | 3,775 | 0.0% | 0.18% | +1.1% |
| Q4 2018 | $192,000 | -5.9% | 3,775 | 0.0% | 0.18% | +8.7% |
| Q3 2018 | $204,000 | +4.6% | 3,775 | 0.0% | 0.16% | -5.3% |
| Q2 2018 | $195,000 | -2.0% | 3,775 | 0.0% | 0.17% | +0.6% |
| Q1 2018 | $199,000 | -13.5% | 3,775 | -6.8% | 0.17% | -18.4% |
| Q4 2017 | $230,000 | +5.0% | 4,050 | 0.0% | 0.21% | +3.0% |
| Q3 2017 | $219,000 | -1.8% | 4,050 | 0.0% | 0.20% | +0.5% |
| Q2 2017 | $223,000 | +209.7% | 4,050 | +205.7% | 0.20% | +177.8% |
| Q1 2017 | $72,000 | -72.7% | 1,325 | -74.0% | 0.07% | -71.4% |
| Q4 2016 | $264,000 | – | 5,100 | – | 0.25% | – |
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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% |