SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,060 filers reported holding SELECT SECTOR SPDR TR in Q2 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,213 | – | 43 | +4200.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 1 | -99.2% | 0.00% | -100.0% |
| Q2 2021 | $9,000 | -99.9% | 130 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $8,880,000 | +98566.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | 0.0% | 130 | -15.6% | 0.00% | -33.3% |
| Q1 2020 | $8,000 | -20.0% | 154 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $10,000 | +11.1% | 154 | +0.7% | 0.00% | -33.3% |
| Q3 2019 | $9,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 153 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $9,000 | +12.5% | 153 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | +14.3% | 153 | +17.7% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | -12.5% | 130 | -18.2% | 0.00% | -20.0% |
| Q1 2018 | $8,000 | +14.3% | 159 | +22.3% | 0.01% | 0.0% |
| Q4 2017 | $7,000 | – | 130 | – | 0.01% | – |
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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% |