SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 777 filers reported holding SELECT SECTOR SPDR TR in Q4 2019. The put-call ratio across all filers is 0.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $881 | +11.8% | 12,803 | +20.5% | 0.18% | +7.6% |
| Q2 2023 | $788 | -15.3% | 10,625 | -14.7% | 0.17% | -26.3% |
| Q1 2023 | $930 | +67.6% | 12,451 | +67.3% | 0.23% | +58.9% |
| Q4 2022 | $555 | -99.9% | 7,442 | -6.4% | 0.15% | -1.4% |
| Q3 2022 | $531,000 | -87.2% | 7,950 | -86.2% | 0.15% | -86.2% |
| Q2 2022 | $4,146,000 | +413.8% | 57,441 | +440.0% | 1.07% | +278.4% |
| Q1 2022 | $807,000 | -73.4% | 10,638 | -73.0% | 0.28% | -59.8% |
| Q4 2021 | $3,039,000 | +453.6% | 39,407 | +394.5% | 0.70% | +395.8% |
| Q3 2021 | $549,000 | +8.9% | 7,969 | +10.5% | 0.14% | +6.8% |
| Q2 2021 | $504,000 | -6.5% | 7,209 | -8.6% | 0.13% | -7.0% |
| Q1 2021 | $539,000 | +2.9% | 7,884 | +1.5% | 0.14% | -10.1% |
| Q4 2020 | $524,000 | +5.9% | 7,768 | +0.5% | 0.16% | -21.7% |
| Q3 2020 | $495,000 | -2.2% | 7,729 | -10.5% | 0.20% | -13.6% |
| Q2 2020 | $506,000 | -4.5% | 8,637 | +1.5% | 0.24% | -23.9% |
| Q4 2019 | $530,000 | -53.8% | 8,511 | -54.9% | 0.31% | -71.9% |
| Q3 2019 | $1,147,000 | – | 18,877 | – | 1.10% | – |
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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% |