SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 24 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,353 | -76.3% | 6,356 | -74.5% | 0.51% | -52.2% |
| Q2 2023 | $1,848,426 | +41.3% | 24,922 | +42.3% | 1.07% | +74.6% |
| Q1 2023 | $1,308,590 | +61.1% | 17,516 | +60.7% | 0.61% | -7.8% |
| Q4 2022 | $812,451 | +9.8% | 10,898 | -1.7% | 0.67% | +6.4% |
| Q3 2022 | $740,000 | -7.8% | 11,086 | -0.3% | 0.63% | -3.4% |
| Q2 2022 | $803,000 | -16.2% | 11,122 | -11.9% | 0.65% | +14.3% |
| Q1 2022 | $958,000 | +80.8% | 12,628 | +60.6% | 0.57% | +168.7% |
| Q4 2020 | $530,000 | +133.5% | 7,864 | +122.2% | 0.21% | +101.0% |
| Q3 2020 | $227,000 | -72.9% | 3,539 | -73.4% | 0.10% | -76.0% |
| Q4 2019 | $838,000 | -5.2% | 13,300 | -7.5% | 0.44% | -2.2% |
| Q3 2019 | $884,000 | +28.9% | 14,385 | +24.4% | 0.45% | +37.0% |
| Q2 2019 | $686,000 | +0.7% | 11,568 | -4.7% | 0.33% | +39.7% |
| Q1 2019 | $681,000 | – | 12,143 | – | 0.23% | – |
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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% |