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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $374,000 | -7.9% | 5,181 | -3.1% | 0.64% | +22.6% |
| Q1 2022 | $406,000 | +0.2% | 5,344 | +1.6% | 0.52% | -24.9% |
| Q4 2021 | $405,000 | +12.8% | 5,258 | +0.9% | 0.70% | +11.7% |
| Q3 2021 | $359,000 | -26.7% | 5,212 | -25.5% | 0.62% | -28.1% |
| Q2 2021 | $490,000 | -28.3% | 6,999 | -30.0% | 0.86% | -14.9% |
| Q1 2021 | $683,000 | -38.9% | 9,992 | -39.7% | 1.02% | -0.1% |
| Q4 2020 | $1,117,000 | +5.3% | 16,561 | +0.1% | 1.02% | +0.9% |
| Q3 2020 | $1,061,000 | +308.1% | 16,546 | +272.7% | 1.01% | +304.8% |
| Q2 2020 | $260,000 | -60.4% | 4,439 | -57.4% | 0.25% | -61.4% |
| Q4 2019 | $656,000 | – | 10,416 | – | 0.64% | – |
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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% |