SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 982 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.79 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $972,973 | -9.5% | 14,140 | -2.4% | 0.28% | -3.1% |
| Q2 2023 | $1,074,649 | -0.7% | 14,489 | 0.0% | 0.29% | +3.5% |
| Q1 2023 | $1,082,473 | +130.6% | 14,489 | +130.1% | 0.28% | +102.9% |
| Q4 2022 | $469,441 | +11.8% | 6,297 | 0.0% | 0.14% | +8.5% |
| Q3 2022 | $420,000 | -14.5% | 6,297 | -7.4% | 0.13% | -15.7% |
| Q2 2022 | $491,000 | +1.9% | 6,797 | +7.0% | 0.15% | +10.1% |
| Q1 2022 | $482,000 | +26.5% | 6,353 | +28.5% | 0.14% | +16.8% |
| Q4 2021 | $381,000 | +70.9% | 4,944 | +52.8% | 0.12% | +65.3% |
| Q3 2021 | $223,000 | +64.0% | 3,235 | +66.7% | 0.07% | +53.2% |
| Q2 2021 | $136,000 | +142.9% | 1,941 | +136.1% | 0.05% | +104.3% |
| Q1 2021 | $56,000 | +75.0% | 822 | +73.4% | 0.02% | +53.3% |
| Q4 2020 | $32,000 | +6.7% | 474 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $30,000 | – | 474 | – | 0.02% | – |
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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% |