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 | $7,394,116 | +128.2% | 107,457 | +121.3% | 3.46% | +102.0% |
| Q3 2022 | $3,240,000 | -6.9% | 48,549 | +0.7% | 1.71% | -5.2% |
| Q2 2022 | $3,479,000 | +0.2% | 48,193 | +5.4% | 1.81% | +12.2% |
| Q1 2022 | $3,471,000 | -6.9% | 45,733 | -5.4% | 1.61% | -8.2% |
| Q4 2021 | $3,728,000 | +24.0% | 48,350 | +10.7% | 1.76% | +16.7% |
| Q3 2021 | $3,007,000 | +693.4% | 43,688 | +624.4% | 1.50% | +347.9% |
| Q4 2019 | $379,000 | – | 6,031 | – | 0.34% | – |
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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% |