SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,046 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,825 | -6.8% | 3,340 | +0.5% | 0.06% | -7.7% |
| Q2 2023 | $246,615 | -1.9% | 3,325 | -1.2% | 0.06% | -7.1% |
| Q1 2023 | $251,399 | -33.0% | 3,365 | -33.2% | 0.07% | -35.8% |
| Q4 2022 | $375,434 | +11.7% | 5,036 | 0.0% | 0.11% | +9.0% |
| Q3 2022 | $336,000 | -7.7% | 5,036 | -0.0% | 0.10% | -8.3% |
| Q2 2022 | $364,000 | -5.0% | 5,037 | -0.3% | 0.11% | +7.9% |
| Q1 2022 | $383,000 | -1.5% | 5,051 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $389,000 | +8.1% | 5,051 | -3.4% | 0.10% | -1.9% |
| Q3 2021 | $360,000 | -4.8% | 5,228 | -3.1% | 0.10% | -1.0% |
| Q2 2021 | $378,000 | +22.3% | 5,397 | +19.2% | 0.10% | +25.0% |
| Q1 2021 | $309,000 | -3.1% | 4,527 | -4.4% | 0.08% | -10.6% |
| Q4 2020 | $319,000 | +6.7% | 4,737 | 0.0% | 0.09% | -2.1% |
| Q3 2020 | $299,000 | – | 4,737 | – | 0.10% | – |
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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% |