SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,112 | -11.0% | 16,172 | -4.1% | 0.90% | -23.6% |
Q2 2023 | $1,250 | +1.3% | 16,865 | +2.0% | 1.18% | +1.0% |
Q1 2023 | $1,234 | -2.1% | 16,527 | -2.3% | 1.17% | +14.4% |
Q4 2022 | $1,261 | -99.5% | 16,923 | +353.0% | 1.02% | +320.2% |
Q3 2022 | $273,000 | +1.5% | 3,736 | 0.0% | 0.24% | +38.1% |
Q2 2022 | $269,000 | -74.3% | 3,736 | -72.9% | 0.18% | -70.7% |
Q1 2022 | $1,045,000 | +180.9% | 13,777 | +184.9% | 0.60% | +197.0% |
Q4 2021 | $372,000 | – | 4,836 | – | 0.20% | – |
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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% |