SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 2.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $299,603 | -59.6% | 4,375 | -56.0% | 0.06% | -62.4% |
Q1 2023 | $742,490 | -6.2% | 9,938 | -7.4% | 0.16% | -5.2% |
Q4 2022 | $791,868 | -83.5% | 10,730 | -85.1% | 0.17% | -86.3% |
Q3 2022 | $4,810,000 | -6.8% | 72,089 | +0.8% | 1.27% | -2.1% |
Q2 2022 | $5,160,000 | -5.4% | 71,495 | -0.5% | 1.29% | +9.7% |
Q1 2022 | $5,454,000 | -1.7% | 71,873 | -1.6% | 1.18% | -2.7% |
Q4 2021 | $5,551,000 | +7.3% | 73,073 | -2.7% | 1.21% | -0.5% |
Q3 2021 | $5,172,000 | – | 75,127 | – | 1.22% | – |
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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% |