SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 790 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.96 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,318,481 | -8.9% | 33,694 | -1.8% | 0.41% | -7.7% |
| Q2 2023 | $2,546,191 | -5.0% | 34,329 | -4.3% | 0.44% | -13.4% |
| Q1 2023 | $2,678,963 | -3.5% | 35,858 | -3.7% | 0.51% | -16.6% |
| Q4 2022 | $2,775,783 | +30.0% | 37,234 | +16.4% | 0.61% | +29.5% |
| Q3 2022 | $2,135,000 | -13.9% | 32,000 | -6.8% | 0.47% | -9.2% |
| Q2 2022 | $2,479,000 | +285.5% | 34,344 | +305.1% | 0.52% | +413.9% |
| Q1 2022 | $643,000 | -12.4% | 8,478 | -10.9% | 0.10% | -8.2% |
| Q4 2021 | $734,000 | +26.3% | 9,518 | +12.7% | 0.11% | +18.3% |
| Q3 2021 | $581,000 | +25.8% | 8,444 | +28.0% | 0.09% | +29.2% |
| Q2 2021 | $462,000 | -7.2% | 6,598 | -10.8% | 0.07% | -25.0% |
| Q4 2020 | $498,000 | +36.8% | 7,393 | +19.0% | 0.10% | +2.1% |
| Q2 2020 | $364,000 | +8.7% | 6,211 | +10.0% | 0.09% | -26.0% |
| Q1 2020 | $335,000 | – | 5,644 | – | 0.13% | – |
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% |