SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,046 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $246,753 | -9.7% | 3,586 | -2.7% | 0.15% | -9.8% |
Q2 2023 | $273,359 | -4.2% | 3,686 | -3.5% | 0.16% | -9.4% |
Q1 2023 | $285,477 | -65.6% | 3,821 | -65.7% | 0.18% | -67.0% |
Q4 2022 | $829,728 | +8.6% | 11,130 | -2.8% | 0.54% | +0.7% |
Q3 2022 | $764,000 | -12.2% | 11,453 | -5.0% | 0.54% | -5.3% |
Q2 2022 | $870,000 | -13.8% | 12,058 | -7.8% | 0.57% | +3.3% |
Q4 2021 | $1,009,000 | +4.1% | 13,085 | +2.5% | 0.55% | -1.1% |
Q1 2021 | $969,000 | – | 12,763 | – | 0.56% | – |
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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% |