SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 853 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 2.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $913,934 | -11.3% | 13,282 | -4.4% | 0.02% | -5.6% |
| Q2 2023 | $1,030,667 | -0.7% | 13,896 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $1,038,171 | +0.2% | 13,896 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $1,035,947 | +9.7% | 13,896 | -1.8% | 0.02% | 0.0% |
| Q3 2022 | $944,000 | +49.1% | 14,154 | +61.3% | 0.02% | +53.8% |
| Q2 2022 | $633,000 | -5.0% | 8,774 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $666,000 | -1.6% | 8,774 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $677,000 | +19.8% | 8,774 | +6.9% | 0.01% | +10.0% |
| Q3 2021 | $565,000 | +2.7% | 8,204 | +4.4% | 0.01% | -9.1% |
| Q2 2021 | $550,000 | +2.4% | 7,857 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $537,000 | +5.5% | 7,857 | +4.0% | 0.01% | 0.0% |
| Q4 2020 | $509,000 | +11.9% | 7,552 | +6.3% | 0.01% | 0.0% |
| Q3 2020 | $455,000 | +14.6% | 7,102 | +5.0% | 0.01% | +10.0% |
| Q2 2020 | $397,000 | +7.9% | 6,762 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $368,000 | -13.6% | 6,762 | 0.0% | 0.01% | +10.0% |
| Q4 2019 | $426,000 | – | 6,762 | – | 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% |