SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,099 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.57 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,875 | -26.4% | 6,509 | -20.7% | 0.18% | -27.2% |
| Q2 2023 | $608,804 | -15.1% | 8,208 | -14.4% | 0.24% | -21.1% |
| Q1 2023 | $716,819 | -90.1% | 9,594 | -90.1% | 0.31% | -90.9% |
| Q4 2022 | $7,222,176 | +23.8% | 96,876 | +14.4% | 3.38% | +2.3% |
| Q3 2022 | $5,834,000 | +1076.2% | 84,668 | +1050.7% | 3.30% | +1628.3% |
| Q4 2020 | $496,000 | +42.1% | 7,358 | +34.9% | 0.19% | +21.7% |
| Q3 2020 | $349,000 | +22.5% | 5,455 | +12.2% | 0.16% | +2.6% |
| Q2 2020 | $285,000 | +15.9% | 4,862 | +7.4% | 0.15% | -10.5% |
| Q1 2020 | $246,000 | -5.7% | 4,526 | +9.1% | 0.17% | +8.2% |
| Q4 2019 | $261,000 | +0.8% | 4,147 | -1.7% | 0.16% | -16.0% |
| Q3 2019 | $259,000 | +4.0% | 4,220 | -1.7% | 0.19% | -3.6% |
| Q2 2019 | $249,000 | +6.9% | 4,293 | +3.6% | 0.20% | +5.4% |
| Q1 2019 | $233,000 | – | 4,144 | – | 0.18% | – |
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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% |