SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 847 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,345 | -7.2% | 223 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,540 | -0.7% | 223 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $16,660 | +0.2% | 223 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $16,625 | +10.8% | 223 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 223 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $16,000 | -5.9% | 223 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | 0.0% | 223 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $17,000 | +13.3% | 223 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | -6.2% | 223 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $16,000 | +6.7% | 223 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | -25.0% | 223 | -25.7% | 0.00% | -57.1% |
| Q4 2020 | $20,000 | – | 300 | – | 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% |