SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 694 filers reported holding SELECT SECTOR SPDR TR in Q3 2019. The put-call ratio across all filers is 1.41 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215 | -12.6% | 3,126 | -5.8% | 0.02% | -8.0% |
| Q2 2023 | $246 | -99.9% | 3,320 | -58.4% | 0.02% | -61.5% |
| Q2 2020 | $468,000 | +11.4% | 7,974 | +3.4% | 0.06% | -5.8% |
| Q1 2020 | $420,000 | -11.2% | 7,709 | +2.7% | 0.07% | +4.5% |
| Q4 2019 | $473,000 | +2.6% | 7,509 | 0.0% | 0.07% | -4.3% |
| Q3 2019 | $461,000 | +5.7% | 7,509 | 0.0% | 0.07% | +4.5% |
| Q2 2019 | $436,000 | +3.6% | 7,509 | 0.0% | 0.07% | -2.9% |
| Q1 2019 | $421,000 | +10.5% | 7,509 | 0.0% | 0.07% | -4.2% |
| Q4 2018 | $381,000 | -7.5% | 7,509 | -1.8% | 0.07% | +6.0% |
| Q3 2018 | $412,000 | +4.6% | 7,643 | 0.0% | 0.07% | -1.5% |
| Q2 2018 | $394,000 | – | 7,643 | – | 0.07% | – |
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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% |