SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 2.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,103,569 | -17.1% | 16,037 | -10.7% | 0.27% | -16.0% |
| Q2 2023 | $1,331,803 | -10.6% | 17,956 | -10.0% | 0.32% | -12.9% |
| Q1 2023 | $1,490,289 | -59.5% | 19,947 | -59.5% | 0.37% | -66.1% |
| Q4 2022 | $3,675,483 | +18.0% | 49,302 | +5.6% | 1.10% | -32.6% |
| Q3 2022 | $3,115,000 | +1.8% | 46,688 | +10.2% | 1.63% | +46.0% |
| Q2 2022 | $3,059,000 | +36.4% | 42,380 | +43.4% | 1.12% | +27.3% |
| Q1 2022 | $2,242,000 | +76.8% | 29,549 | +79.7% | 0.88% | +77.3% |
| Q4 2021 | $1,268,000 | – | 16,446 | – | 0.49% | – |
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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% |