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 | $46,998 | -58.9% | 683 | -55.7% | 0.01% | -50.0% |
| Q2 2023 | $114,445 | -11.1% | 1,543 | -10.4% | 0.02% | -15.8% |
| Q1 2023 | $128,726 | +144.2% | 1,723 | +143.7% | 0.02% | +137.5% |
| Q4 2022 | $52,707 | +12.1% | 707 | +1.1% | 0.01% | 0.0% |
| Q3 2022 | $47,000 | +176.5% | 699 | +197.4% | 0.01% | +100.0% |
| Q2 2022 | $17,000 | +88.9% | 235 | +88.0% | 0.00% | +100.0% |
| Q1 2022 | $9,000 | -47.1% | 125 | -42.9% | 0.00% | -33.3% |
| Q4 2021 | $17,000 | – | 219 | +3550.0% | 0.00% | – |
| Q2 2021 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 6 | -96.7% | 0.00% | -100.0% |
| Q2 2018 | $9,000 | -89.4% | 180 | -87.9% | 0.01% | -90.4% |
| Q4 2017 | $85,000 | – | 1,491 | – | 0.08% | – |
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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% |