SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 847 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,866 | -37.3% | 4,721 | -32.5% | 0.01% | -26.3% |
| Q2 2023 | $518,537 | -1.0% | 6,991 | -0.3% | 0.02% | -5.0% |
| Q1 2023 | $523,807 | -18.2% | 7,011 | -18.4% | 0.02% | -25.9% |
| Q4 2022 | $640,176 | +14.7% | 8,587 | +2.6% | 0.03% | +8.0% |
| Q3 2022 | $558,000 | +16.2% | 8,373 | +25.7% | 0.02% | +13.6% |
| Q2 2022 | $480,000 | -13.8% | 6,659 | -9.4% | 0.02% | 0.0% |
| Q1 2022 | $557,000 | +63.8% | 7,350 | +66.3% | 0.02% | +29.4% |
| Q4 2021 | $340,000 | +7.8% | 4,421 | -2.0% | 0.02% | +6.2% |
| Q2 2021 | $315,509 | -2.9% | 4,509 | -5.2% | 0.02% | -15.8% |
| Q1 2021 | $324,964 | -12.2% | 4,757 | -13.3% | 0.02% | -20.8% |
| Q4 2020 | $370,247 | -16.2% | 5,489 | -20.3% | 0.02% | -31.4% |
| Q3 2020 | $441,598 | -12.0% | 6,889 | -19.5% | 0.04% | -18.6% |
| Q2 2020 | $502,029 | +5.0% | 8,561 | -2.5% | 0.04% | -17.3% |
| Q1 2020 | $478,312 | -40.4% | 8,781 | -31.1% | 0.05% | -24.6% |
| Q4 2019 | $802,819 | +2.5% | 12,747 | 0.0% | 0.07% | -8.0% |
| Q3 2019 | $782,933 | -12.4% | 12,747 | -67.6% | 0.08% | -7.4% |
| Q2 2019 | $894,134 | +2.9% | 39,320 | +154.0% | 0.08% | -14.7% |
| Q1 2019 | $868,706 | +163.1% | 15,482 | +138.1% | 0.10% | +120.9% |
| Q4 2018 | $330,172 | +20.7% | 6,502 | +28.2% | 0.04% | +38.7% |
| Q3 2018 | $273,533 | +18.6% | 5,072 | +13.3% | 0.03% | +3.3% |
| Q2 2018 | $230,700 | +10.0% | 4,477 | +12.3% | 0.03% | -3.2% |
| Q1 2018 | $209,783 | – | 3,986 | – | 0.03% | – |
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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% |