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 | $592,006 | -9.7% | 8,603 | -2.7% | 0.03% | -12.9% |
Q2 2023 | $655,896 | -12.8% | 8,843 | -12.1% | 0.03% | -11.4% |
Q1 2023 | $751,833 | -67.0% | 10,063 | -67.1% | 0.04% | -67.0% |
Q4 2022 | $2,281,127 | +189.1% | 30,599 | +158.8% | 0.11% | +165.0% |
Q3 2022 | $789,000 | -68.3% | 11,822 | -65.8% | 0.04% | -63.3% |
Q2 2022 | $2,492,000 | -12.4% | 34,529 | -7.9% | 0.11% | +4.8% |
Q1 2022 | $2,845,000 | +1153.3% | 37,486 | +1174.6% | 0.10% | +1055.6% |
Q4 2021 | $227,000 | – | 2,941 | – | 0.01% | – |
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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% |