SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 508 filers reported holding SELECT SECTOR SPDR TR in Q2 2017. The put-call ratio across all filers is 3.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $686,000 | +1.2% | 10,047 | 0.0% | 0.17% | -10.0% |
| Q4 2020 | $678,000 | +5.3% | 10,047 | 0.0% | 0.19% | -8.7% |
| Q3 2020 | $644,000 | +9.3% | 10,047 | 0.0% | 0.21% | 0.0% |
| Q2 2020 | $589,000 | +7.7% | 10,047 | 0.0% | 0.21% | -13.7% |
| Q1 2020 | $547,000 | -13.6% | 10,047 | 0.0% | 0.24% | +8.6% |
| Q4 2019 | $633,000 | +2.6% | 10,047 | 0.0% | 0.22% | 0.0% |
| Q3 2019 | $617,000 | +5.8% | 10,047 | 0.0% | 0.22% | +2.8% |
| Q2 2019 | $583,000 | +3.4% | 10,047 | 0.0% | 0.22% | +4.3% |
| Q1 2019 | $564,000 | +10.6% | 10,047 | 0.0% | 0.21% | -8.8% |
| Q4 2018 | $510,000 | -5.9% | 10,047 | 0.0% | 0.23% | +6.1% |
| Q3 2018 | $542,000 | +4.6% | 10,047 | 0.0% | 0.21% | -1.8% |
| Q2 2018 | $518,000 | -2.1% | 10,047 | 0.0% | 0.22% | +1.9% |
| Q1 2018 | $529,000 | -38.0% | 10,047 | -33.0% | 0.21% | -29.4% |
| Q4 2017 | $853,000 | +5.3% | 15,000 | 0.0% | 0.30% | -24.2% |
| Q3 2017 | $810,000 | -1.7% | 15,000 | 0.0% | 0.40% | +3.4% |
| Q2 2017 | $824,000 | – | 15,000 | – | 0.39% | – |
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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% |