SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 660 filers reported holding SELECT SECTOR SPDR TR in Q4 2018. The put-call ratio across all filers is 1.23 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $7,369,000 | -1.1% | 125,672 | -8.1% | 6.14% | -41.9% |
| Q1 2020 | $7,449,000 | -13.6% | 136,762 | -0.1% | 10.57% | +70.8% |
| Q4 2019 | $8,621,000 | +0.2% | 136,890 | -2.3% | 6.19% | -2.9% |
| Q3 2019 | $8,605,000 | +2.8% | 140,100 | -2.8% | 6.38% | -2.9% |
| Q2 2019 | $8,367,000 | +3.6% | 144,085 | +0.1% | 6.57% | -0.8% |
| Q1 2019 | $8,073,000 | +26.0% | 143,875 | +14.1% | 6.62% | -18.6% |
| Q4 2018 | $6,406,000 | – | 126,147 | – | 8.13% | – |
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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% |