SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 853 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,796,807 | -6.3% | 171,193 | +0.9% | 1.23% | -8.1% |
| Q2 2023 | $12,588,502 | +3.0% | 169,725 | +3.8% | 1.34% | -8.1% |
| Q1 2023 | $12,217,650 | +3.3% | 163,534 | +3.0% | 1.46% | -2.9% |
| Q4 2022 | $11,832,368 | +8.5% | 158,717 | -2.9% | 1.50% | -8.3% |
| Q3 2022 | $10,904,000 | -1.9% | 163,399 | +6.1% | 1.64% | -4.9% |
| Q2 2022 | $11,120,000 | -0.8% | 154,059 | +4.3% | 1.72% | +5.8% |
| Q1 2022 | $11,206,000 | -0.1% | 147,662 | +1.5% | 1.62% | +2.3% |
| Q4 2021 | $11,217,000 | +14.7% | 145,471 | +2.4% | 1.59% | +4.4% |
| Q3 2021 | $9,778,000 | +3.2% | 142,035 | +4.9% | 1.52% | +2.3% |
| Q2 2021 | $9,475,000 | +4.1% | 135,413 | +1.6% | 1.49% | -3.8% |
| Q1 2021 | $9,105,000 | +0.5% | 133,287 | -0.8% | 1.54% | -8.0% |
| Q4 2020 | $9,061,000 | -1.0% | 134,335 | -5.9% | 1.68% | -11.8% |
| Q3 2020 | $9,150,000 | +0.4% | 142,744 | -8.2% | 1.90% | -3.0% |
| Q2 2020 | $9,117,000 | +5.5% | 155,469 | -2.0% | 1.96% | -11.7% |
| Q1 2020 | $8,643,000 | -17.3% | 158,667 | -4.4% | 2.22% | +7.2% |
| Q4 2019 | $10,454,000 | -3.8% | 165,985 | -6.2% | 2.08% | -5.6% |
| Q3 2019 | $10,866,000 | +3.4% | 176,908 | -2.3% | 2.20% | +3.5% |
| Q2 2019 | $10,511,000 | +1.7% | 181,009 | -1.7% | 2.12% | -0.2% |
| Q1 2019 | $10,334,000 | +5.4% | 184,175 | -4.6% | 2.13% | -6.0% |
| Q4 2018 | $9,801,000 | – | 193,001 | – | 2.26% | – |
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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% |