SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 790 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.96 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $102,948 | -0.7% | 1,388 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $103,698 | +100577.7% | 1,388 | 0.0% | 0.08% | +7.8% |
| Q4 2022 | $103 | -99.9% | 1,388 | 0.0% | 0.08% | +6.9% |
| Q3 2022 | $93,000 | -7.0% | 1,388 | 0.0% | 0.07% | +5.9% |
| Q2 2022 | $100,000 | -4.8% | 1,388 | 0.0% | 0.07% | +6.2% |
| Q1 2022 | $105,000 | -10.3% | 1,388 | -8.7% | 0.06% | -9.9% |
| Q4 2021 | $117,000 | +11.4% | 1,520 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $105,000 | -2.8% | 1,520 | -1.2% | 0.07% | -4.1% |
| Q2 2021 | $108,000 | +0.9% | 1,539 | -1.6% | 0.07% | -9.8% |
| Q1 2021 | $107,000 | +16.3% | 1,564 | +14.2% | 0.08% | +3.8% |
| Q4 2020 | $92,000 | +4.5% | 1,370 | -0.7% | 0.08% | -6.0% |
| Q3 2020 | $88,000 | -13.7% | 1,380 | -20.7% | 0.08% | -23.6% |
| Q2 2020 | $102,000 | +7.4% | 1,740 | 0.0% | 0.11% | -8.3% |
| Q1 2020 | $95,000 | -13.6% | 1,740 | 0.0% | 0.12% | +10.1% |
| Q4 2019 | $110,000 | +3.8% | 1,740 | 0.0% | 0.11% | +7.9% |
| Q3 2019 | $106,000 | +2.9% | 1,740 | 0.0% | 0.10% | +5.2% |
| Q2 2019 | $103,000 | +5.1% | 1,740 | 0.0% | 0.10% | +2.1% |
| Q1 2019 | $98,000 | +5.4% | 1,740 | 0.0% | 0.09% | +3.3% |
| Q4 2018 | $93,000 | – | 1,740 | – | 0.09% | – |
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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% |