SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 24 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,681 | -7.2% | 940 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $69,720 | -1.8% | 940 | -5.1% | 0.02% | -20.8% |
| Q2 2022 | $71,000 | +4.4% | 990 | +11.2% | 0.02% | +20.0% |
| Q1 2022 | $68,000 | -1.4% | 890 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $69,000 | +13.1% | 890 | 0.0% | 0.02% | +10.5% |
| Q3 2021 | $61,000 | +3.4% | 890 | +6.0% | 0.02% | -5.0% |
| Q2 2021 | $59,000 | +3.5% | 840 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $57,000 | -1.7% | 840 | -1.5% | 0.02% | -4.5% |
| Q4 2020 | $58,000 | +5.5% | 853 | 0.0% | 0.02% | -8.3% |
| Q3 2020 | $55,000 | -3.5% | 853 | -11.8% | 0.02% | 0.0% |
| Q2 2020 | $57,000 | -8.1% | 967 | -15.0% | 0.02% | -22.6% |
| Q1 2020 | $62,000 | -8.8% | 1,137 | +5.4% | 0.03% | +6.9% |
| Q4 2019 | $68,000 | +4.6% | 1,079 | +1.3% | 0.03% | -3.3% |
| Q3 2019 | $65,000 | -11.0% | 1,065 | -14.8% | 0.03% | -14.3% |
| Q2 2019 | $73,000 | -40.2% | 1,250 | -42.7% | 0.04% | -44.4% |
| Q1 2019 | $122,000 | -72.1% | 2,181 | -74.7% | 0.06% | -75.3% |
| Q4 2018 | $438,000 | – | 8,633 | – | 0.26% | – |
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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% |