SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,042 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 4.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,497,317 | -6.7% | 21,760 | +0.6% | 2.17% | +47.4% |
| Q2 2023 | $1,604,689 | -0.1% | 21,635 | +0.6% | 1.47% | -16.6% |
| Q1 2023 | $1,606,729 | +0.6% | 21,506 | +0.4% | 1.76% | -22.3% |
| Q4 2022 | $1,596,903 | +12.4% | 21,421 | +0.6% | 2.27% | +3.4% |
| Q3 2022 | $1,421,000 | -7.1% | 21,294 | +0.6% | 2.19% | +33.9% |
| Q2 2022 | $1,529,000 | -4.3% | 21,177 | +0.6% | 1.64% | +15.6% |
| Q1 2022 | $1,598,000 | -1.2% | 21,054 | +0.4% | 1.42% | +4.1% |
| Q4 2021 | $1,617,000 | +12.6% | 20,975 | +0.6% | 1.36% | +35.7% |
| Q3 2021 | $1,436,000 | -1.1% | 20,858 | +0.5% | 1.00% | -17.8% |
| Q2 2021 | $1,452,000 | +3.0% | 20,750 | +0.5% | 1.22% | +11.7% |
| Q1 2021 | $1,410,000 | +1.7% | 20,641 | +0.4% | 1.09% | -12.7% |
| Q4 2020 | $1,386,000 | – | 20,550 | – | 1.25% | – |
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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% |