SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 751 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,845,705 | -18.3% | 26,823 | -11.9% | 0.16% | -19.2% |
| Q2 2023 | $2,258,499 | +3.8% | 30,450 | +4.6% | 0.19% | -4.5% |
| Q1 2023 | $2,175,776 | +0.3% | 29,123 | +0.0% | 0.20% | -9.0% |
| Q4 2022 | $2,170,315 | -27.2% | 29,112 | -34.9% | 0.22% | +29.8% |
| Q3 2022 | $2,983,000 | +4.3% | 44,693 | +12.6% | 0.17% | +4.3% |
| Q2 2022 | $2,860,000 | +36.1% | 39,709 | +43.4% | 0.16% | +60.8% |
| Q1 2022 | $2,101,000 | +102.6% | 27,685 | +105.5% | 0.10% | 0.0% |
| Q4 2021 | $1,037,000 | -25.2% | 13,474 | -31.9% | 0.10% | -28.7% |
| Q2 2021 | $1,387,000 | +6.0% | 19,800 | +3.3% | 0.14% | -18.8% |
| Q1 2021 | $1,309,000 | -1.4% | 19,169 | -2.5% | 0.18% | -9.7% |
| Q4 2020 | $1,327,000 | -1.9% | 19,670 | -6.8% | 0.20% | -11.8% |
| Q3 2020 | $1,353,000 | -2.9% | 21,103 | -10.9% | 0.22% | -12.6% |
| Q2 2020 | $1,393,000 | -12.3% | 23,682 | -18.7% | 0.25% | -30.5% |
| Q1 2020 | $1,588,000 | -81.7% | 29,143 | -79.3% | 0.36% | -72.3% |
| Q4 2019 | $8,681,000 | +1152.7% | 140,696 | +1145.8% | 1.32% | +813.2% |
| Q3 2019 | $693,000 | -95.3% | 11,294 | -95.7% | 0.14% | -92.5% |
| Q2 2019 | $14,664,000 | +2047.0% | 264,135 | +2072.7% | 1.93% | +1167.1% |
| Q1 2019 | $683,000 | +5.2% | 12,157 | -3.2% | 0.15% | -13.1% |
| Q4 2018 | $649,000 | – | 12,556 | – | 0.18% | – |
Download | ||||||
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% |