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 | $84,000 | +97574.4% | 1,220 | +5.2% | 0.07% | +23.2% |
| Q2 2023 | $86 | -2.3% | 1,160 | -1.7% | 0.06% | -11.1% |
| Q1 2023 | $88 | -99.9% | 1,180 | +2.8% | 0.06% | +1.6% |
| Q4 2022 | $85,583 | +9.7% | 1,148 | -1.7% | 0.06% | +3.3% |
| Q3 2022 | $78,000 | -9.3% | 1,168 | -1.7% | 0.06% | -4.8% |
| Q2 2022 | $86,000 | -8.5% | 1,188 | -3.8% | 0.06% | +6.8% |
| Q1 2022 | $94,000 | +8.0% | 1,235 | +9.8% | 0.06% | +5.4% |
| Q4 2021 | $87,000 | – | 1,125 | – | 0.06% | – |
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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% |