SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$74,010
+1.2%
574,879
+4.3%
2.50%
+3.3%
Q2 2023$73,139
+5.3%
551,038
+2.7%
2.42%
-0.5%
Q1 2023$69,462
-2.2%
536,557
+2.7%
2.44%
-4.6%
Q4 2022$71,003
-99.9%
522,653
-2.1%
2.55%
-16.0%
Q3 2022$64,665,000
-6.0%
533,934
-0.5%
3.04%
-12.5%
Q2 2022$68,786,000
-9.9%
536,390
-3.8%
3.48%
-0.7%
Q1 2022$76,377,000
-1.7%
557,539
+1.1%
3.50%
+0.4%
Q4 2021$77,723,000
+14.2%
551,659
+3.2%
3.49%
+4.7%
Q3 2021$68,052,000
-1.4%
534,577
-2.5%
3.33%
+7.4%
Q2 2021$69,048,000
+11.3%
548,214
+3.2%
3.10%
+2.7%
Q1 2021$62,013,000
+8.8%
531,208
+5.7%
3.02%
-1.9%
Q4 2020$57,014,000
+9.8%
502,590
+2.1%
3.08%
-4.4%
Q3 2020$51,922,000
+5.9%
492,246
+0.5%
3.22%
-7.2%
Q2 2020$49,032,000
+11.5%
489,982
-1.3%
3.47%
-0.9%
Q1 2020$43,992,000
-14.7%
496,636
-1.9%
3.50%
+11.2%
Q4 2019$51,565,000
-16.9%
506,230
-26.5%
3.15%
-23.5%
Q3 2019$62,054,000
+37.6%
688,490
+41.4%
4.12%
+38.2%
Q2 2019$45,109,000
+4.7%
486,925
+3.7%
2.98%
-8.3%
Q1 2019$43,097,000
+8.0%
469,721
+1.8%
3.25%
-7.9%
Q4 2018$39,906,000
-6.5%
461,292
+2.8%
3.53%
-8.2%
Q3 2018$42,689,000
+6.4%
448,649
-6.7%
3.84%
+1.5%
Q2 2018$40,132,000
+4.3%
480,856
+1.8%
3.78%
-2.7%
Q1 2018$38,464,000
+4.4%
472,535
+6.1%
3.89%
+3.4%
Q4 2017$36,838,000
+3.8%
445,545
+2.6%
3.76%
-4.9%
Q3 2017$35,478,000
+5.7%
434,083
+2.4%
3.96%
-0.6%
Q2 2017$33,574,000
+12.3%
423,706
+5.4%
3.98%
+6.6%
Q1 2017$29,885,000
+14.1%
401,896
+5.8%
3.74%
+2.8%
Q4 2016$26,189,000
+10502.8%
379,888
+11007.8%
3.63%
+9994.4%
Q3 2016$247,000
+0.8%
3,4200.0%0.04%
-7.7%
Q2 2016$245,0003,4200.04%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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