SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 839 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,912,076 | -1.9% | 27,788 | +5.7% | 1.57% | +1.9% |
| Q2 2023 | $1,949,346 | +12.5% | 26,282 | +13.3% | 1.54% | -6.9% |
| Q1 2023 | $1,733,159 | -1.9% | 23,198 | -2.2% | 1.66% | -7.9% |
| Q4 2022 | $1,767,445 | -0.4% | 23,708 | -10.8% | 1.80% | +8.9% |
| Q3 2022 | $1,774,000 | +15.8% | 26,580 | +25.2% | 1.65% | -16.5% |
| Q2 2022 | $1,532,000 | -47.1% | 21,226 | -44.4% | 1.98% | +1.9% |
| Q1 2022 | $2,897,000 | -6.1% | 38,179 | -4.6% | 1.94% | -5.6% |
| Q4 2021 | $3,085,000 | +17.9% | 40,013 | +5.3% | 2.06% | +1.6% |
| Q3 2021 | $2,616,000 | -0.2% | 37,995 | +1.4% | 2.03% | -0.9% |
| Q2 2021 | $2,622,000 | +103.7% | 37,474 | +98.8% | 2.05% | +87.2% |
| Q1 2021 | $1,287,000 | -40.5% | 18,846 | -41.2% | 1.09% | -37.7% |
| Q4 2020 | $2,162,000 | +7.9% | 32,053 | +2.6% | 1.76% | -1.1% |
| Q3 2020 | $2,003,000 | -8.8% | 31,243 | -16.6% | 1.77% | -18.7% |
| Q2 2020 | $2,197,000 | +30.3% | 37,468 | +21.1% | 2.18% | +6.3% |
| Q1 2020 | $1,686,000 | +22.2% | 30,944 | +41.5% | 2.05% | +63.7% |
| Q4 2019 | $1,380,000 | – | 21,868 | – | 1.25% | – |
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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% |