BOURGEON CAPITAL MANAGEMENT LLC - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.

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Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$26,521
-3.0%
2060.0%0.01%0.0%
Q2 2023$27,343
+2.5%
2060.0%0.01%0.0%
Q1 2023$26,669
-4.7%
2060.0%0.01%
-14.3%
Q4 2022$27,985
+11.9%
2060.0%0.01%0.0%
Q3 2022$25,000
-3.8%
2060.0%0.01%0.0%
Q2 2022$26,000
-7.1%
2060.0%0.01%
+16.7%
Q1 2022$28,000
-3.4%
2060.0%0.01%0.0%
Q4 2021$29,000
+11.5%
2060.0%0.01%0.0%
Q3 2021$26,0000.0%2060.0%0.01%0.0%
Q2 2021$26,000
+8.3%
2060.0%0.01%
+20.0%
Q1 2021$24,000
+4.3%
2060.0%0.01%
-16.7%
Q4 2020$23,000
+4.5%
2060.0%0.01%
-14.3%
Q3 2020$22,000
+4.8%
2060.0%0.01%0.0%
Q2 2020$21,000
+16.7%
2060.0%0.01%
-22.2%
Q1 2020$18,000
-14.3%
2060.0%0.01%
-10.0%
Q4 2019$21,000
+10.5%
2060.0%0.01%0.0%
Q3 2019$19,000–206–0.01%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2022
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