SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 342 filers reported holding SELECT SECTOR SPDR TR in Q4 2013. The put-call ratio across all filers is 1.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,317,796 | -7.3% | 33,684 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $2,499,900 | -0.7% | 33,705 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,517,802 | -2.8% | 33,701 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $2,590,910 | +13.7% | 34,754 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $2,279,000 | -8.0% | 34,153 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $2,478,000 | -3.7% | 34,328 | +1.2% | 0.00% | 0.0% |
| Q1 2022 | $2,574,000 | -2.2% | 33,919 | -0.6% | 0.00% | 0.0% |
| Q4 2021 | $2,631,000 | +10.0% | 34,113 | -1.8% | 0.00% | 0.0% |
| Q3 2021 | $2,392,000 | +6.3% | 34,745 | +8.0% | 0.00% | 0.0% |
| Q2 2021 | $2,251,000 | +22.1% | 32,164 | +19.2% | 0.00% | 0.0% |
| Q1 2021 | $1,844,000 | -2.0% | 26,988 | -3.3% | 0.00% | 0.0% |
| Q4 2020 | $1,881,000 | +4.1% | 27,898 | -1.1% | 0.00% | 0.0% |
| Q3 2020 | $1,807,000 | +689.1% | 28,198 | +664.4% | 0.00% | – |
| Q2 2020 | $229,000 | -48.2% | 3,689 | -59.3% | 0.00% | – |
| Q1 2015 | $442,000 | +0.5% | 9,070 | 0.0% | 0.00% | – |
| Q4 2014 | $440,000 | +10.6% | 9,070 | +2.8% | 0.00% | – |
| Q3 2014 | $398,000 | +1.0% | 8,820 | 0.0% | 0.00% | – |
| Q2 2014 | $394,000 | +3.7% | 8,820 | 0.0% | 0.00% | – |
| Q1 2014 | $380,000 | +0.3% | 8,820 | 0.0% | 0.00% | – |
| Q4 2013 | $379,000 | -7.1% | 8,820 | -13.9% | 0.00% | – |
| Q3 2013 | $408,000 | +3.3% | 10,248 | +3.0% | 0.00% | – |
| Q2 2013 | $395,000 | – | 9,954 | – | 0.00% | – |
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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% |