SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,060 filers reported holding SELECT SECTOR SPDR TR in Q2 2023. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,680,387 | -5.5% | 24,421 | +1.9% | 1.03% | -3.8% |
| Q2 2023 | $1,777,654 | -1.8% | 23,967 | -1.1% | 1.07% | -0.2% |
| Q1 2023 | $1,810,276 | +7.1% | 24,231 | +6.9% | 1.07% | -0.1% |
| Q4 2022 | $1,690,511 | +15.2% | 22,676 | +3.2% | 1.08% | +6.8% |
| Q3 2022 | $1,467,000 | -6.3% | 21,980 | +1.3% | 1.01% | -12.1% |
| Q2 2022 | $1,566,000 | -4.5% | 21,698 | +0.4% | 1.14% | +9.2% |
| Q1 2022 | $1,639,000 | +4.9% | 21,602 | +6.6% | 1.05% | +14.4% |
| Q4 2021 | $1,562,000 | – | 20,260 | – | 0.92% | – |
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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% |