SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 427 filers reported holding SELECT SECTOR SPDR TR in Q1 2015. The put-call ratio across all filers is 3.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $335,380 | -27.1% | 4,874 | -21.4% | 0.01% | -31.2% |
Q2 2023 | $460,151 | -4.1% | 6,204 | -3.4% | 0.02% | -5.9% |
Q1 2023 | $480,012 | -2.5% | 6,425 | -2.8% | 0.02% | -10.5% |
Q4 2022 | $492,552 | +4.4% | 6,607 | -6.6% | 0.02% | -5.0% |
Q3 2022 | $472,000 | -4.3% | 7,077 | +3.5% | 0.02% | +5.3% |
Q2 2022 | $493,000 | -5.0% | 6,835 | 0.0% | 0.02% | +11.8% |
Q1 2022 | $519,000 | -1.5% | 6,835 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $527,000 | +11.9% | 6,835 | 0.0% | 0.02% | +6.2% |
Q3 2021 | $471,000 | +8.5% | 6,835 | +10.1% | 0.02% | +6.7% |
Q2 2021 | $434,000 | +2.4% | 6,208 | 0.0% | 0.02% | -6.2% |
Q1 2021 | $424,000 | +1.2% | 6,208 | 0.0% | 0.02% | -15.8% |
Q4 2020 | $419,000 | +5.3% | 6,208 | 0.0% | 0.02% | -9.5% |
Q3 2020 | $398,000 | +9.3% | 6,208 | 0.0% | 0.02% | +5.0% |
Q2 2020 | $364,000 | +34.3% | 6,208 | +24.6% | 0.02% | +5.3% |
Q1 2020 | $271,000 | -33.1% | 4,984 | -22.6% | 0.02% | -17.4% |
Q4 2019 | $405,000 | -2.2% | 6,437 | -4.4% | 0.02% | -8.0% |
Q3 2019 | $414,000 | +5.9% | 6,733 | 0.0% | 0.02% | +4.2% |
Q2 2019 | $391,000 | -7.3% | 6,733 | -10.4% | 0.02% | -7.7% |
Q1 2019 | $422,000 | +10.5% | 7,513 | 0.0% | 0.03% | 0.0% |
Q4 2018 | $382,000 | -1.8% | 7,513 | +4.1% | 0.03% | +13.0% |
Q3 2018 | $389,000 | +5.7% | 7,217 | +1.2% | 0.02% | +4.5% |
Q2 2018 | $368,000 | -2.1% | 7,133 | -0.3% | 0.02% | -8.3% |
Q1 2018 | $376,000 | -7.4% | 7,152 | +0.3% | 0.02% | -7.7% |
Q4 2017 | $406,000 | +5.5% | 7,133 | 0.0% | 0.03% | -13.3% |
Q3 2017 | $385,000 | -1.8% | 7,133 | 0.0% | 0.03% | -6.2% |
Q2 2017 | $392,000 | -11.3% | 7,133 | -12.0% | 0.03% | -13.5% |
Q1 2017 | $442,000 | +5.5% | 8,103 | 0.0% | 0.04% | -5.1% |
Q4 2016 | $419,000 | +7.4% | 8,103 | +10.7% | 0.04% | +8.3% |
Q3 2016 | $390,000 | -3.5% | 7,323 | 0.0% | 0.04% | -25.0% |
Q2 2016 | $404,000 | +3.9% | 7,323 | 0.0% | 0.05% | -11.1% |
Q1 2016 | $389,000 | +12.4% | 7,323 | 0.0% | 0.05% | 0.0% |
Q3 2015 | $346,000 | 0.0% | 7,323 | +0.8% | 0.05% | +1.9% |
Q2 2015 | $346,000 | -2.3% | 7,263 | 0.0% | 0.05% | +8.2% |
Q1 2015 | $354,000 | +0.6% | 7,263 | 0.0% | 0.05% | -2.0% |
Q4 2014 | $352,000 | +7.3% | 7,263 | 0.0% | 0.05% | 0.0% |
Q3 2014 | $328,000 | -5.5% | 7,263 | -6.7% | 0.05% | -5.7% |
Q2 2014 | $347,000 | +3.6% | 7,783 | 0.0% | 0.05% | 0.0% |
Q1 2014 | $335,000 | 0.0% | 7,783 | 0.0% | 0.05% | -1.9% |
Q4 2013 | $335,000 | – | 7,783 | – | 0.05% | – |
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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% |