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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $458,709 | -28.6% | 6,185 | -28.1% | 0.11% | -34.6% |
Q1 2023 | $642,770 | -14.7% | 8,604 | -14.8% | 0.16% | -26.7% |
Q4 2022 | $753,177 | +24.7% | 10,103 | +11.6% | 0.22% | +7.8% |
Q3 2022 | $604,000 | -18.4% | 9,051 | -11.7% | 0.20% | -11.3% |
Q2 2022 | $740,000 | -42.2% | 10,254 | -43.5% | 0.23% | -28.3% |
Q1 2021 | $1,280,000 | -27.4% | 18,134 | -32.1% | 0.32% | -32.9% |
Q4 2020 | $1,763,000 | – | 26,701 | – | 0.48% | – |
Download |
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% |