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 | $369,087 | -9.1% | 5,364 | -2.0% | 0.03% | -8.8% |
| Q2 2023 | $406,185 | -4.9% | 5,476 | -4.2% | 0.03% | -12.8% |
| Q1 2023 | $426,899 | +16.5% | 5,714 | +16.2% | 0.04% | +8.3% |
| Q4 2022 | $366,547 | +29.1% | 4,917 | +15.5% | 0.04% | +16.1% |
| Q3 2022 | $284,000 | -4.1% | 4,256 | +3.8% | 0.03% | -3.1% |
| Q2 2022 | $296,000 | -0.3% | 4,101 | +4.8% | 0.03% | +10.3% |
| Q1 2022 | $297,000 | -99.9% | 3,912 | -3.7% | 0.03% | -6.5% |
| Q4 2021 | $313,268,000 | +107183.6% | 4,062 | -4.1% | 0.03% | -18.4% |
| Q3 2021 | $292,000 | – | 4,235 | – | 0.04% | – |
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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% |