SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 766 filers reported holding SELECT SECTOR SPDR TR in Q2 2020. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $244,000 | -3.9% | 3,650 | +3.8% | 0.23% | +6.6% |
| Q2 2022 | $254,000 | -17.5% | 3,515 | -13.5% | 0.21% | +2.9% |
| Q1 2022 | $308,000 | +1.0% | 4,065 | +2.9% | 0.21% | -1.9% |
| Q4 2021 | $305,000 | -6.2% | 3,950 | -16.4% | 0.21% | -11.0% |
| Q3 2021 | $325,000 | -1.8% | 4,725 | 0.0% | 0.24% | -2.5% |
| Q2 2021 | $331,000 | +2.2% | 4,725 | -0.5% | 0.24% | -6.9% |
| Q1 2021 | $324,000 | -60.3% | 4,750 | -60.8% | 0.26% | -63.1% |
| Q4 2020 | $817,000 | -32.0% | 12,120 | -35.4% | 0.71% | -41.3% |
| Q3 2020 | $1,202,000 | +16.8% | 18,748 | +6.8% | 1.21% | -25.9% |
| Q2 2020 | $1,029,000 | +83.4% | 17,548 | +70.2% | 1.63% | +35.8% |
| Q1 2020 | $561,000 | -35.7% | 10,308 | -25.6% | 1.20% | -13.3% |
| Q4 2019 | $873,000 | – | 13,859 | – | 1.38% | – |
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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% |