SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 847 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,725 | -11.2% | 7,124 | +1.7% | 0.18% | -13.2% |
| Q1 2023 | $542,700 | +38.8% | 7,008 | +19.7% | 0.21% | +14.0% |
| Q3 2022 | $391,000 | -7.1% | 5,854 | +0.5% | 0.19% | -24.7% |
| Q2 2022 | $421,000 | -2.5% | 5,826 | +2.4% | 0.25% | +28.6% |
| Q1 2022 | $432,000 | -1.6% | 5,690 | 0.0% | 0.19% | -5.9% |
| Q4 2021 | $439,000 | +12.3% | 5,690 | +0.1% | 0.20% | +4.1% |
| Q3 2021 | $391,000 | +14.3% | 5,686 | +13.7% | 0.20% | +16.7% |
| Q1 2021 | $342,000 | +1.5% | 5,000 | 0.0% | 0.17% | -11.6% |
| Q4 2020 | $337,000 | -24.9% | 5,000 | -28.6% | 0.19% | -40.8% |
| Q3 2020 | $449,000 | +9.5% | 7,000 | 0.0% | 0.32% | -1.5% |
| Q2 2020 | $410,000 | – | 7,000 | – | 0.33% | – |
Download | ||||||
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% |