SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 853 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,400 | +92456.1% | 3,000 | 0.0% | 0.16% | -1.8% |
| Q2 2023 | $223 | -0.4% | 3,000 | 0.0% | 0.16% | -3.0% |
| Q1 2023 | $224 | 0.0% | 3,000 | 0.0% | 0.17% | +0.6% |
| Q4 2022 | $224 | -99.9% | 3,000 | 0.0% | 0.17% | +8.4% |
| Q3 2022 | $200,000 | -7.8% | 3,000 | 0.0% | 0.16% | +3.3% |
| Q2 2022 | $217,000 | -4.4% | 3,000 | 0.0% | 0.15% | +14.5% |
| Q1 2022 | $227,000 | -1.7% | 3,000 | 0.0% | 0.13% | -0.8% |
| Q4 2021 | $231,000 | +11.6% | 3,000 | 0.0% | 0.13% | +3.9% |
| Q3 2021 | $207,000 | -1.4% | 3,000 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $210,000 | +2.4% | 3,000 | 0.0% | 0.13% | -5.3% |
| Q1 2021 | $205,000 | – | 3,000 | – | 0.13% | – |
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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% |