SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 861 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 3.13 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,532 | -8.9% | 22,260 | -1.8% | 1.49% | -1.9% |
| Q2 2023 | $1,682 | -0.7% | 22,675 | 0.0% | 1.52% | -4.6% |
| Q1 2023 | $1,694 | +1.1% | 22,675 | +0.9% | 1.59% | -2.5% |
| Q4 2022 | $1,675 | -99.9% | 22,470 | 0.0% | 1.63% | +5.8% |
| Q3 2022 | $1,499,000 | -5.3% | 22,470 | +2.5% | 1.54% | -0.2% |
| Q2 2022 | $1,583,000 | +1.2% | 21,925 | +6.4% | 1.55% | +19.5% |
| Q1 2022 | $1,564,000 | -0.9% | 20,610 | +0.7% | 1.30% | +4.1% |
| Q4 2021 | $1,579,000 | +3.7% | 20,475 | -7.4% | 1.24% | -5.3% |
| Q3 2021 | $1,523,000 | -26.3% | 22,120 | -25.1% | 1.31% | -34.0% |
| Q2 2021 | $2,066,000 | +2.4% | 29,520 | 0.0% | 1.99% | -0.1% |
| Q1 2021 | $2,017,000 | -51.4% | 29,520 | -52.0% | 1.99% | -6.8% |
| Q4 2020 | $4,152,000 | +115.1% | 61,550 | +104.5% | 2.14% | -5.7% |
| Q3 2020 | $1,930,000 | +9.6% | 30,105 | +0.3% | 2.27% | +1.1% |
| Q2 2020 | $1,761,000 | +7.7% | 30,025 | 0.0% | 2.24% | -8.2% |
| Q1 2020 | $1,635,000 | -17.6% | 30,025 | -4.7% | 2.44% | +23.2% |
| Q4 2019 | $1,984,000 | – | 31,495 | – | 1.98% | – |
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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% |