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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,272,388 | -8.2% | 18,491 | -1.0% | 0.18% | -6.1% |
Q2 2023 | $1,386,044 | -7.5% | 18,687 | -6.8% | 0.20% | -13.6% |
Q1 2023 | $1,498,479 | -12.2% | 20,057 | -12.4% | 0.23% | -18.0% |
Q4 2022 | $1,707,029 | +11.9% | 22,898 | +0.1% | 0.28% | -4.5% |
Q3 2022 | $1,526,000 | -10.1% | 22,869 | -2.7% | 0.29% | -6.7% |
Q2 2022 | $1,697,000 | -3.6% | 23,514 | +1.4% | 0.31% | +6.1% |
Q1 2022 | $1,760,000 | +23.9% | 23,190 | +25.9% | 0.29% | +8.9% |
Q4 2021 | $1,421,000 | +11.6% | 18,423 | -0.4% | 0.27% | +0.4% |
Q3 2021 | $1,273,000 | +29.4% | 18,499 | +31.5% | 0.27% | +25.7% |
Q2 2021 | $984,000 | +304.9% | 14,065 | +270.5% | 0.21% | +664.3% |
Q3 2020 | $243,000 | – | 3,796 | – | 0.03% | – |
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% |