Allen Investment 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 1,168 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%.

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Quarter-by-quarter ownership
Allen Investment Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$507,622
-3.0%
3,9430.0%0.01%
-12.5%
Q2 2023$523,354
+2.5%
3,9430.0%0.01%
-11.1%
Q1 2023$510,461
-4.7%
3,9430.0%0.01%0.0%
Q4 2022$535,657
+8.7%
3,943
-3.2%
0.01%0.0%
Q3 2022$493,000
-2.6%
4,073
+3.3%
0.01%
+12.5%
Q2 2022$506,000
-6.3%
3,9430.0%0.01%
+14.3%
Q1 2022$540,000
-2.9%
3,9430.0%0.01%0.0%
Q4 2021$556,000
+10.8%
3,9430.0%0.01%0.0%
Q3 2021$502,000
+1.0%
3,9430.0%0.01%0.0%
Q2 2021$497,000
+8.0%
3,9430.0%0.01%0.0%
Q1 2021$460,000
+2.9%
3,9430.0%0.01%
-12.5%
Q4 2020$447,000
+7.5%
3,9430.0%0.01%0.0%
Q3 2020$416,000
+5.3%
3,9430.0%0.01%0.0%
Q2 2020$395,000
+13.2%
3,9430.0%0.01%
-20.0%
Q1 2020$349,000
-13.2%
3,9430.0%0.01%0.0%
Q4 2019$402,000
+13.2%
3,9430.0%0.01%
+11.1%
Q3 2019$355,000
-2.7%
3,9430.0%0.01%
-10.0%
Q2 2019$365,000
+0.8%
3,9430.0%0.01%
-9.1%
Q1 2019$362,000–3,943–0.01%–
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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