SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 663 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.23 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $246,490 | -66.2% | 3,228 | -69.6% | 0.05% | -74.4% |
| Q3 2023 | $729,799 | +245.9% | 10,606 | +235.7% | 0.20% | -8.9% |
| Q3 2022 | $211,000 | -11.7% | 3,159 | +0.4% | 0.21% | +13.2% |
| Q1 2022 | $239,000 | -93.9% | 3,145 | -94.5% | 0.19% | -78.1% |
| Q1 2021 | $3,913,000 | -18.4% | 57,290 | -29.9% | 0.86% | -51.9% |
| Q2 2020 | $4,795,000 | -44.4% | 81,766 | -41.7% | 1.79% | -52.9% |
| Q3 2019 | $8,620,000 | +31.9% | 140,346 | +24.7% | 3.80% | +12.0% |
| Q2 2019 | $6,533,000 | +26.0% | 112,506 | +21.8% | 3.40% | +14.0% |
| Q1 2019 | $5,183,000 | +38.4% | 92,373 | +25.3% | 2.98% | +13.3% |
| Q4 2018 | $3,744,000 | – | 73,735 | – | 2.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trident Investment Management, LLC | 105,480 | $4,199,000 | 31.43% |
| TIEDEMANN TRUST CO | 3,044,038 | $120,684,000 | 20.75% |
| Giralda Advisors, LLC | 632,300 | $25,166,000 | 11.91% |
| TIEDEMANN ADVISORS, LLC | 87,262 | $3,473,000 | 6.97% |
| SWARTHMORE GROUP INC | 1,359,375 | $54,103,000 | 6.92% |
| Pinnacle Advisory Group, Inc. | 1,022,613 | $40,700,000 | 4.76% |
| Thornmark Asset Management Inc. | 39,290 | $1,564,000 | 4.50% |
| Eclectica Asset Management LLP | 100,600 | $4,004,000 | 3.17% |
| FCA CORP /TX | 122,267 | $4,871,000 | 2.90% |
| United Asset Strategies, Inc. | 83,538 | $3,325,000 | 2.11% |