SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,099 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.57 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,203,280 | -2.9% | 17,487 | +4.7% | 1.03% | +1.4% |
| Q2 2023 | $1,238,936 | -0.7% | 16,704 | -0.0% | 1.01% | -10.4% |
| Q1 2023 | $1,248,180 | -0.7% | 16,707 | -0.9% | 1.13% | -5.1% |
| Q4 2022 | $1,257,435 | +12.1% | 16,867 | +0.3% | 1.19% | -1.5% |
| Q3 2022 | $1,122,000 | -7.4% | 16,812 | +0.1% | 1.21% | -3.6% |
| Q2 2022 | $1,212,000 | -7.2% | 16,796 | -2.4% | 1.26% | +17.7% |
| Q1 2022 | $1,306,000 | +3.6% | 17,208 | +5.2% | 1.07% | +31.3% |
| Q4 2021 | $1,261,000 | +14.1% | 16,356 | +1.9% | 0.81% | -1.6% |
| Q3 2021 | $1,105,000 | +7.0% | 16,051 | +8.8% | 0.82% | +5.8% |
| Q2 2021 | $1,033,000 | +9.1% | 14,759 | +6.4% | 0.78% | -5.1% |
| Q1 2021 | $947,000 | – | 13,869 | – | 0.82% | – |
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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% |