BAR HARBOR WEALTH MANAGEMENT - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$19,913,632
-2.9%
154,681
+0.1%
1.59%
+0.9%
Q2 2023$20,504,529
+2.8%
154,483
+0.3%
1.57%
-1.0%
Q1 2023$19,945,385
-4.1%
154,066
+0.7%
1.59%
-4.3%
Q4 2022$20,788,311
+12.4%
153,024
+0.2%
1.66%
+4.2%
Q3 2022$18,491,000
-5.9%
152,672
-0.4%
1.59%
+1.3%
Q2 2022$19,655,000
-6.2%
153,272
+0.2%
1.57%
-16.3%
Q1 2022$20,956,000
-3.9%
152,978
-1.1%
1.88%
+1.5%
Q4 2021$21,798,000
+6.6%
154,717
-3.6%
1.85%
-3.2%
Q3 2021$20,439,000
+0.7%
160,556
-0.4%
1.91%
+1.3%
Q2 2021$20,301,000
+6.7%
161,185
-1.1%
1.89%
+1.9%
Q1 2021$19,026,000
+0.5%
162,982
-2.3%
1.85%
-2.4%
Q4 2020$18,932,000
+6.7%
166,885
-0.8%
1.90%
-3.3%
Q3 2020$17,751,000
+4.2%
168,295
-1.1%
1.96%
-0.4%
Q2 2020$17,036,000
+11.0%
170,243
-1.8%
1.97%
-4.9%
Q1 2020$15,352,000
-14.3%
173,308
-1.5%
2.07%
+5.6%
Q4 2019$17,914,000
+9.9%
175,867
-2.8%
1.96%
+3.5%
Q3 2019$16,302,000
-3.0%
180,871
-0.3%
1.89%
-3.2%
Q2 2019$16,813,000
+1.1%
181,489
+0.2%
1.96%
-1.9%
Q1 2019$16,626,000
+5.5%
181,206
-0.5%
1.99%
-4.9%
Q4 2018$15,758,000
-10.1%
182,147
-1.1%
2.10%
+5.4%
Q3 2018$17,521,000
+13.7%
184,142
-0.3%
1.99%
+7.0%
Q2 2018$15,412,000
+2.3%
184,669
-0.2%
1.86%
+0.7%
Q1 2018$15,059,000
-1.9%
185,006
-0.3%
1.84%
+3.3%
Q4 2017$15,344,000
+0.3%
185,585
-0.8%
1.79%
-3.5%
Q3 2017$15,296,000
+1.1%
187,152
-2.0%
1.85%
+1.9%
Q2 2017$15,132,000
+4.0%
190,965
-2.4%
1.82%
+6.8%
Q1 2017$14,551,000
-1.8%
195,691
-8.9%
1.70%
+4.0%
Q4 2016$14,813,000
-5.5%
214,860
-1.1%
1.64%
-7.8%
Q3 2016$15,667,000
+3.6%
217,264
+3.0%
1.77%
+0.9%
Q2 2016$15,128,000
+5.3%
210,972
-0.4%
1.76%
+0.4%
Q1 2016$14,363,000
-5.8%
211,904
+0.1%
1.75%
-8.6%
Q4 2015$15,254,000
+8.6%
211,780
-0.1%
1.92%
+3.0%
Q3 2015$14,040,000
-7.8%
211,981
+3.5%
1.86%
+0.5%
Q2 2015$15,236,000
+2.7%
204,820
+0.1%
1.85%
+3.0%
Q1 2015$14,831,000
+7.1%
204,558
+1.0%
1.80%
+4.0%
Q4 2014$13,845,000
+6.6%
202,477
-0.3%
1.73%
+3.8%
Q3 2014$12,985,000
+5.3%
203,178
+0.3%
1.67%
+7.8%
Q2 2014$12,328,000
+3.6%
202,662
-0.4%
1.54%
+1.0%
Q1 2014$11,903,000
+5.1%
203,511
-0.4%
1.53%
+3.9%
Q4 2013$11,327,000
+6.5%
204,299
-2.8%
1.47%
-1.3%
Q3 2013$10,635,000
+7.2%
210,223
+0.9%
1.49%
+3.8%
Q2 2013$9,922,000
+5.2%
208,397
+1.6%
1.44%
-0.3%
Q1 2013$9,434,000205,0611.44%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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