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 | $108,032 | -21.9% | 1,570 | -15.8% | 0.00% | – |
| Q2 2023 | $138,253 | +3.4% | 1,864 | +4.2% | 0.00% | – |
| Q1 2023 | $133,656 | +0.5% | 1,789 | 0.0% | 0.00% | – |
| Q4 2022 | $133,000 | +3.1% | 1,789 | -7.4% | 0.00% | – |
| Q3 2022 | $129,000 | +279.4% | 1,933 | +310.4% | 0.00% | – |
| Q2 2022 | $34,000 | -5.6% | 471 | 0.0% | 0.00% | – |
| Q1 2022 | $36,000 | 0.0% | 471 | 0.0% | 0.00% | – |
| Q4 2021 | $36,000 | +12.5% | 471 | 0.0% | 0.00% | – |
| Q3 2021 | $32,000 | -3.0% | 471 | 0.0% | 0.00% | – |
| Q2 2021 | $33,000 | +3.1% | 471 | 0.0% | 0.00% | – |
| Q1 2021 | $32,000 | 0.0% | 471 | 0.0% | 0.00% | – |
| Q4 2020 | $32,000 | -89.8% | 471 | -91.5% | 0.00% | -100.0% |
| Q4 2017 | $314,000 | -46.7% | 5,528 | -48.4% | 0.00% | -50.0% |
| Q2 2017 | $589,000 | -26.7% | 10,722 | -37.0% | 0.00% | -60.0% |
| Q3 2015 | $804,000 | +61.1% | 17,028 | +65.3% | 0.01% | +66.7% |
| Q4 2014 | $499,000 | – | 10,300 | – | 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% |