Beaumont Financial Partners, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,181 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2022$872,000
+21.6%
7,201
+28.8%
0.08%
+31.2%
Q2 2022$717,000
-8.2%
5,593
-1.9%
0.06%
+8.5%
Q1 2022$781,000
-57.0%
5,702
-55.7%
0.06%
-55.3%
Q4 2021$1,815,000
+1.5%
12,883
-8.3%
0.13%
-4.3%
Q3 2021$1,789,000
+5.9%
14,048
+4.8%
0.14%
+7.0%
Q2 2021$1,689,000
-6.6%
13,406
-13.4%
0.13%
-15.7%
Q1 2021$1,808,000
-2.2%
15,483
-4.9%
0.15%
-6.7%
Q4 2020$1,848,000
+24.6%
16,289
+15.9%
0.16%
+15.5%
Q3 2020$1,483,000
-23.9%
14,057
-27.8%
0.14%
-30.4%
Q2 2020$1,949,000
+283.7%
19,479
+239.8%
0.20%
+218.8%
Q1 2020$508,000
-97.2%
5,732
-96.7%
0.06%
-96.4%
Q4 2019$17,835,000
-14.7%
175,140
-24.5%
1.75%
-15.9%
Q3 2019$20,900,000
-4.8%
231,882
-2.2%
2.08%
-8.2%
Q2 2019$21,965,000
+470.5%
237,104
+465.1%
2.27%
+449.9%
Q1 2019$3,850,000
+381.9%
41,958
+354.1%
0.41%
+217.7%
Q4 2018$799,000
-81.8%
9,239
-80.0%
0.13%
-70.3%
Q3 2018$4,388,000
-30.8%
46,113
-39.3%
0.44%
-34.9%
Q2 2018$6,341,000
-16.8%
75,976
-18.9%
0.67%
-21.1%
Q1 2018$7,623,000
+60.6%
93,648
+63.1%
0.85%
+52.9%
Q4 2017$4,748,000
-7.7%
57,423
-8.8%
0.56%
-13.4%
Q3 2017$5,144,000
-0.3%
62,940
-3.4%
0.64%
-4.0%
Q2 2017$5,162,000
+2.8%
65,142
-3.5%
0.67%
-2.6%
Q1 2017$5,020,000
+1235.1%
67,508
+1137.5%
0.69%
+1105.3%
Q4 2016$376,000
-92.3%
5,455
-91.9%
0.06%
-92.6%
Q3 2016$4,874,000
-24.5%
67,591
-24.9%
0.77%
-27.2%
Q2 2016$6,453,000
-50.2%
89,993
-50.0%
1.06%
-50.5%
Q4 2015$12,961,000
-4.4%
179,938
-3.8%
2.14%
+8.9%
Q3 2015$13,563,0000.0%187,0460.0%1.96%0.0%
Q2 2015$13,563,000
-68.2%
187,046
-68.2%
1.96%
+32.3%
Q1 2015$42,588,000
+22.5%
587,412
+15.6%
1.48%
-11.3%
Q4 2014$34,756,000
+9.2%
508,282
+2.1%
1.67%
-19.6%
Q3 2014$31,829,000
+18.3%
498,018
+12.6%
2.08%
+9.1%
Q2 2014$26,895,000
-25.7%
442,134
-28.5%
1.91%
-35.8%
Q1 2014$36,181,000
+33.4%
618,591
+26.4%
2.97%
+33.1%
Q4 2013$27,122,000
-5.8%
489,217
-14.0%
2.23%
-12.7%
Q3 2013$28,783,000
+25.1%
568,944
+17.7%
2.56%
+20.2%
Q2 2013$23,013,000483,3772.13%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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