SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,019 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,782,973 | +112.8% | 25,912 | +129.4% | 0.04% | +111.8% |
| Q2 2023 | $837,932 | +32.0% | 11,297 | +32.9% | 0.02% | +13.3% |
| Q1 2023 | $635,035 | +0.2% | 8,500 | 0.0% | 0.02% | -16.7% |
| Q4 2022 | $633,675 | +92.6% | 8,500 | +81.0% | 0.02% | +80.0% |
| Q2 2021 | $329,000 | -88.3% | 4,697 | -88.6% | 0.01% | -91.4% |
| Q1 2021 | $2,816,000 | +1.5% | 41,221 | +0.2% | 0.12% | -5.7% |
| Q4 2020 | $2,775,000 | +5.2% | 41,150 | +0.0% | 0.12% | -13.4% |
| Q3 2020 | $2,637,000 | +12.1% | 41,135 | +2.5% | 0.14% | -7.2% |
| Q2 2020 | $2,352,000 | – | 40,113 | – | 0.15% | – |
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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% |