SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,019 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,129 | +5.6% | 3,824 | +13.8% | 0.03% | 0.0% |
| Q2 2023 | $249,285 | +9.0% | 3,361 | +9.8% | 0.03% | +3.6% |
| Q1 2023 | $228,687 | -1.6% | 3,061 | -1.8% | 0.03% | -3.4% |
| Q4 2022 | $232,298 | +11.7% | 3,116 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $208,000 | -7.6% | 3,116 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $225,000 | -2.2% | 3,116 | +2.6% | 0.03% | +11.5% |
| Q1 2022 | $230,000 | -1.7% | 3,036 | 0.0% | 0.03% | -7.1% |
| Q4 2021 | $234,000 | +14.1% | 3,036 | +1.8% | 0.03% | +3.7% |
| Q3 2021 | $205,000 | – | 2,981 | – | 0.03% | – |
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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% |