Ashfield Capital Partners, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,449 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ashfield Capital Partners, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2022$373,000
-5.8%
3,083
-0.2%
0.03%0.0%
Q2 2022$396,000
-6.4%
3,0900.0%0.03%
+14.8%
Q1 2022$423,000
-3.0%
3,090
-0.2%
0.03%
-3.6%
Q4 2021$436,000
+10.7%
3,0960.0%0.03%0.0%
Q3 2021$394,000
+0.5%
3,096
-0.5%
0.03%0.0%
Q2 2021$392,000
+4.8%
3,110
-2.8%
0.03%
-6.7%
Q1 2021$374,000
-1.6%
3,200
-4.5%
0.03%
-3.2%
Q4 2020$380,000
-35.5%
3,350
-40.0%
0.03%
-41.5%
Q3 2020$589,000
+76.9%
5,584
+68.0%
0.05%
+60.6%
Q2 2020$333,000
+13.3%
3,3230.0%0.03%
-8.3%
Q1 2020$294,000
+12.2%
3,323
+29.1%
0.04%
+38.5%
Q4 2019$262,000
+12.9%
2,5730.0%0.03%
+4.0%
Q3 2019$232,000
-11.5%
2,573
-8.9%
0.02%
-10.7%
Q2 2019$262,000
-5.8%
2,823
-6.8%
0.03%
-9.7%
Q1 2019$278,000
+6.1%
3,0300.0%0.03%
-8.8%
Q4 2018$262,000
-9.0%
3,0300.0%0.03%
+6.2%
Q3 2018$288,000
+13.8%
3,0300.0%0.03%0.0%
Q2 2018$253,000
-11.8%
3,030
-14.2%
0.03%
-13.5%
Q1 2018$287,000
-11.7%
3,530
-10.2%
0.04%
-11.9%
Q4 2017$325,000
+9.4%
3,930
+8.3%
0.04%
+5.0%
Q3 2017$297,000
+3.1%
3,6300.0%0.04%
+2.6%
Q2 2017$288,000
+2.5%
3,630
-4.0%
0.04%0.0%
Q1 2017$281,000
-1.4%
3,780
-8.5%
0.04%
+39.3%
Q4 2016$285,0004,1300.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 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