SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 853 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,845,251 | +23.0% | 41,349 | +32.6% | 0.35% | +16.8% |
| Q2 2023 | $2,313,177 | +10.4% | 31,187 | +11.2% | 0.30% | +5.2% |
| Q1 2023 | $2,095,649 | +107.2% | 28,050 | +106.7% | 0.29% | +34.6% |
| Q4 2022 | $1,011,477 | +13.6% | 13,568 | +1.7% | 0.21% | +7.0% |
| Q3 2022 | $890,000 | -3.5% | 13,342 | +4.4% | 0.20% | +3.6% |
| Q2 2022 | $922,000 | +17.8% | 12,778 | +23.9% | 0.19% | +29.5% |
| Q1 2022 | $783,000 | +19.7% | 10,315 | +21.5% | 0.15% | +20.2% |
| Q4 2021 | $654,000 | +29.2% | 8,488 | +15.5% | 0.12% | +17.0% |
| Q3 2021 | $506,000 | +19.1% | 7,348 | +20.9% | 0.11% | +19.1% |
| Q2 2021 | $425,000 | +95.0% | 6,076 | +90.5% | 0.09% | +74.5% |
| Q1 2021 | $218,000 | – | 3,189 | – | 0.05% | – |
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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% |