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 | $544,570 | -18.8% | 7,914 | -12.5% | 0.27% | -16.5% |
| Q2 2023 | $670,666 | -13.1% | 9,042 | -12.5% | 0.33% | -20.0% |
| Q1 2023 | $771,775 | +8.1% | 10,330 | +7.9% | 0.41% | -0.5% |
| Q4 2022 | $713,854 | +75.0% | 9,576 | +56.6% | 0.41% | +71.7% |
| Q3 2022 | $408,000 | +12.1% | 6,115 | +21.3% | 0.24% | +6.2% |
| Q2 2022 | $364,000 | +26.8% | 5,043 | +33.2% | 0.23% | +60.3% |
| Q1 2022 | $287,000 | +42.8% | 3,787 | +45.7% | 0.14% | +48.4% |
| Q4 2021 | $201,000 | -0.5% | 2,600 | -11.4% | 0.10% | -24.6% |
| Q3 2021 | $202,000 | +9.2% | 2,934 | +11.1% | 0.13% | +11.5% |
| Q2 2021 | $185,000 | +43.4% | 2,640 | +39.3% | 0.11% | +18.9% |
| Q1 2021 | $129,000 | +4.9% | 1,895 | +4.4% | 0.10% | -5.9% |
| Q4 2020 | $123,000 | +16.0% | 1,816 | +9.5% | 0.10% | -2.9% |
| Q3 2020 | $106,000 | – | 1,658 | – | 0.10% | – |
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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% |