GIRARD PARTNERS LTD. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,492 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.6%.

Quarter-by-quarter ownership
GIRARD PARTNERS LTD. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$511,577
+6.2%
3,973
+9.4%
0.06%
+13.7%
Q2 2023$481,847
-64.8%
3,630
-65.6%
0.05%
-66.2%
Q1 2023$1,367,077
-46.5%
10,559
-43.9%
0.15%
-47.9%
Q4 2022$2,555,940
+122.8%
18,814
+98.6%
0.29%
+90.8%
Q3 2022$1,147,000
-1.4%
9,474
+4.4%
0.15%
+2.7%
Q2 2022$1,163,000
-8.6%
9,071
-2.4%
0.15%
+6.5%
Q1 2022$1,272,000
-39.3%
9,291
-37.6%
0.14%
-39.0%
Q4 2021$2,096,000
+138.7%
14,883
+282.5%
0.23%
+314.5%
Q3 2021$878,000
+57.1%
3,891
-12.4%
0.06%
-23.6%
Q2 2021$559,000
+97.5%
4,440
+82.6%
0.07%
+75.6%
Q1 2021$283,000
-54.6%
2,432
-55.7%
0.04%
-57.3%
Q4 2020$623,000
+203.9%
5,493
+182.7%
0.10%
+182.4%
Q3 2020$205,000
-21.2%
1,943
-25.2%
0.03%
-27.7%
Q2 2020$260,000
-7.1%
2,598
-17.9%
0.05%
-16.1%
Q1 2020$280,000
+21.7%
3,163
+40.1%
0.06%
+47.4%
Q4 2019$230,000
+180.5%
2,258
+161.0%
0.04%
+153.3%
Q3 2018$82,0008650.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 151,893$19,554,70115.13%
Yelin Lapidot Holdings Management Ltd. 180,426$22,048,38613.11%
WestEnd Advisors, LLC 3,340,501$430,055,99812.93%
Biltmore Wealth Management, LLC 158,153$20,360,5709.83%
Granite Bay Wealth Management, LLC 7,242,699$961,9059.44%
Conservest Capital Advisors, Inc. 556,312$71,619,6548.64%
J.Safra Asset Management Corp 455,172$58,598,8438.54%
Advocacy Wealth Management Services, LLC 559,897$72,081,1508.02%
MBB PUBLIC MARKETS I LLC 1,008,446$129,827,3387.86%
CTC Alternative Strategies, Ltd. 31,900$4,106,8067.75%
View complete list of SELECT SECTOR SPDR TR shareholders