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 | $537,681 | -13.2% | 7,814 | -6.4% | 0.01% | -10.0% |
Q2 2023 | $619,171 | +28.0% | 8,348 | +28.9% | 0.01% | +25.0% |
Q1 2023 | $483,673 | +2.2% | 6,474 | +2.0% | 0.01% | -11.1% |
Q4 2022 | $473,169 | +18.6% | 6,347 | +6.1% | 0.01% | +12.5% |
Q3 2022 | $399,000 | -11.5% | 5,984 | -4.3% | 0.01% | -11.1% |
Q2 2022 | $451,000 | -0.7% | 6,254 | +4.5% | 0.01% | +12.5% |
Q1 2022 | $454,000 | +3.7% | 5,984 | +5.3% | 0.01% | -11.1% |
Q4 2021 | $438,000 | – | 5,684 | – | 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% |