SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 982 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.79 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $50,379 | -22.8% | 732 | -16.8% | 0.01% | -18.2% |
Q2 2023 | $65,295 | -22.5% | 880 | -22.0% | 0.01% | -26.7% |
Q1 2023 | $84,295 | +0.5% | 1,128 | +0.3% | 0.02% | -6.2% |
Q4 2022 | $83,847 | +11.8% | 1,125 | +0.3% | 0.02% | +14.3% |
Q3 2022 | $75,000 | -6.2% | 1,122 | +1.6% | 0.01% | -6.7% |
Q2 2022 | $80,000 | +116.2% | 1,104 | +129.0% | 0.02% | -6.2% |
Q1 2022 | $37,000 | +12.1% | 482 | +11.3% | 0.02% | +14.3% |
Q4 2021 | $33,000 | – | 433 | – | 0.01% | – |
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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% |