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 | $148,106 | -14.9% | 2,152 | -8.3% | 0.06% | -10.9% |
| Q2 2023 | $174,075 | -38.2% | 2,347 | -37.8% | 0.06% | -40.7% |
| Q1 2023 | $281,761 | -79.0% | 3,771 | -79.0% | 0.11% | -80.4% |
| Q4 2022 | $1,340,403 | +17.3% | 17,980 | +13.5% | 0.55% | +16.0% |
| Q2 2022 | $1,143,000 | -42.2% | 15,835 | -39.2% | 0.48% | -34.1% |
| Q1 2022 | $1,976,000 | -15.6% | 26,034 | -14.3% | 0.72% | -21.0% |
| Q4 2021 | $2,341,000 | +201.7% | 30,365 | +169.7% | 0.91% | +167.7% |
| Q3 2021 | $776,000 | -7.6% | 11,260 | -6.2% | 0.34% | -6.8% |
| Q2 2021 | $840,000 | +9.5% | 11,998 | +6.8% | 0.37% | +0.3% |
| Q1 2021 | $767,000 | -9.8% | 11,235 | -10.9% | 0.36% | -14.7% |
| Q4 2020 | $850,000 | +35.1% | 12,603 | +28.3% | 0.43% | +14.1% |
| Q3 2020 | $629,000 | +57.2% | 9,820 | +44.1% | 0.38% | +42.0% |
| Q2 2020 | $400,000 | +29.9% | 6,816 | +20.4% | 0.26% | +6.5% |
| Q1 2020 | $308,000 | +40.0% | 5,663 | +61.9% | 0.25% | +77.1% |
| Q4 2019 | $220,000 | – | 3,497 | – | 0.14% | – |
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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% |