EVERGREEN CAPITAL MANAGEMENT LLC - 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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$221,305
-3.0%
1,7190.0%0.01%0.0%
Q2 2023$228,163
-37.3%
1,719
-50.2%
0.01%
-60.0%
Q3 2020$364,000
+5.2%
3,4550.0%0.02%
-3.8%
Q2 2020$346,000
+3.9%
3,455
-8.0%
0.03%
-16.1%
Q1 2020$333,000
-12.8%
3,7550.0%0.03%
-3.1%
Q4 2019$382,000
+13.0%
3,7550.0%0.03%0.0%
Q3 2019$338,000
-2.9%
3,7550.0%0.03%
-3.0%
Q2 2019$348,0003,7550.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Optimum Quantvest Corp 342,378$31,718,00019.86%
Mizuho Trust & Banking Co., Ltd. 180,000$16,675,00016.65%
Susquehanna International Group Ltd. 168,696$15,627,00015.21%
TIFF ADVISORY SERVICES, LLC 217,079$20,110,00011.09%
CABANA LLC 689,838$62,148,0009.56%
Wechter Feldman Wealth Management, Inc. 139,012$12,878,0008.53%
Rothschild Capital Partners, LLC 176,704$16,370,0008.01%
Evolution Wealth Advisors, LLC 196,344$18,189,0007.86%
Biltmore Wealth Management, LLC 164,872$15,274,0007.65%
Hochman Cole Investment Advisors, Inc. 138,275$12,810,0007.64%
View complete list of SELECT SECTOR SPDR TR shareholders