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 | $534,287 | -22.1% | 7,764 | -16.0% | 0.03% | -20.0% |
| Q2 2023 | $685,497 | -2.2% | 9,242 | -1.5% | 0.04% | -9.1% |
| Q1 2023 | $700,983 | -20.2% | 9,383 | -20.4% | 0.04% | -31.2% |
| Q4 2022 | $878,642 | +12.9% | 11,786 | +1.0% | 0.06% | +1.6% |
| Q3 2022 | $778,000 | -99.9% | 11,670 | -1.0% | 0.06% | -3.1% |
| Q2 2022 | $850,586,000 | +87589.3% | 11,784 | -7.9% | 0.06% | 0.0% |
| Q1 2022 | $970,000 | -9.9% | 12,789 | -8.4% | 0.06% | -7.1% |
| Q4 2021 | $1,076,000 | -40.7% | 13,961 | -47.0% | 0.07% | -45.7% |
| Q3 2021 | $1,814,000 | +4.7% | 26,360 | +6.4% | 0.13% | -7.2% |
| Q2 2021 | $1,733,000 | +23.7% | 24,772 | +20.7% | 0.14% | +18.8% |
| Q1 2021 | $1,401,000 | +98.4% | 20,519 | +95.8% | 0.12% | +50.0% |
| Q4 2020 | $706,000 | – | 10,478 | – | 0.08% | – |
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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% |