SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 24 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672 | -7.1% | 977 | -90.0% | 0.49% | -3.4% |
| Q2 2023 | $723 | -0.4% | 9,744 | +0.3% | 0.51% | -8.3% |
| Q1 2023 | $726 | +1.7% | 9,716 | +1.4% | 0.55% | -2.5% |
| Q4 2022 | $714 | -99.9% | 9,578 | +7.6% | 0.57% | +9.5% |
| Q3 2022 | $594,000 | -4.7% | 8,902 | +3.2% | 0.52% | -1.9% |
| Q2 2022 | $623,000 | -2.8% | 8,626 | +2.1% | 0.53% | +19.5% |
| Q1 2022 | $641,000 | +4.1% | 8,446 | +5.8% | 0.44% | +7.5% |
| Q4 2021 | $616,000 | – | 7,984 | – | 0.41% | – |
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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% |