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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,162 | +5.1% | 130 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $8,715 | -10.2% | 130 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $9,701 | -0.6% | 130 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $9,756 | -0.8% | 130 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $9,830 | +9.2% | 130 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 130 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $9,000 | -71.9% | 130 | -69.4% | 0.01% | -71.4% |
| Q1 2022 | $32,000 | -3.0% | 425 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $33,000 | +10.0% | 425 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $30,000 | +3.4% | 425 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $29,000 | 0.0% | 425 | 0.0% | 0.02% | -8.3% |
| Q1 2021 | $29,000 | -31.0% | 425 | -32.0% | 0.02% | -40.0% |
| Q4 2020 | $42,000 | -41.7% | 625 | -44.4% | 0.04% | -48.7% |
| Q3 2020 | $72,000 | -5.3% | 1,125 | -12.8% | 0.08% | -8.2% |
| Q2 2020 | $76,000 | -7.3% | 1,290 | -10.4% | 0.08% | -16.7% |
| Q1 2020 | $82,000 | -5.7% | 1,440 | +4.7% | 0.10% | +21.4% |
| Q4 2019 | $87,000 | – | 1,375 | – | 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% |