Wharton Business Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,432 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wharton Business Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$30,657
-3.2%
238,134
-0.2%
1.70%
-18.4%
Q2 2023$31,685
-1.5%
238,718
-4.0%
2.09%
+8.3%
Q1 2023$32,181
-14.8%
248,583
-10.6%
1.93%
-12.0%
Q4 2022$37,787
-99.9%
278,151
+9.1%
2.19%
+4.9%
Q3 2022$30,870,000
-3.8%
254,896
+1.8%
2.09%
-1.6%
Q2 2022$32,101,000
-7.6%
250,323
-1.3%
2.12%
+0.7%
Q1 2022$34,729,000
+2.3%
253,515
+5.2%
2.11%
+0.5%
Q4 2021$33,959,000
+11.5%
241,030
+0.7%
2.10%
-32.1%
Q3 2021$30,456,000
-15.4%
239,244
-16.3%
3.09%
+10.0%
Q2 2021$35,984,000
+6.0%
285,699
-1.7%
2.81%
+6.0%
Q1 2021$33,933,000
+4.0%
290,674
+1.0%
2.65%
-1.0%
Q4 2020$32,641,000
+0.8%
287,737
-6.3%
2.68%
-10.5%
Q3 2020$32,396,000
+4.0%
307,134
-1.3%
2.99%
-0.4%
Q2 2020$31,140,000
+10.9%
311,179
-1.8%
3.00%
-5.5%
Q1 2020$28,076,000
-12.8%
316,957
+0.3%
3.17%
+6.1%
Q4 2019$32,183,000
+35.6%
315,953
+20.0%
2.99%
+25.8%
Q3 2019$23,727,000
-2.6%
263,248
+0.1%
2.38%
-4.2%
Q2 2019$24,369,000
+1.7%
263,048
+0.7%
2.48%
+0.1%
Q1 2019$23,968,000
+7.1%
261,233
+1.0%
2.48%
-5.9%
Q4 2018$22,372,000
-12.4%
258,605
-3.6%
2.64%
+4.0%
Q3 2018$25,528,000
+14.9%
268,290
+0.7%
2.54%
+9.6%
Q2 2018$22,227,000
+2.7%
266,315
+0.2%
2.31%
+3.4%
Q1 2018$21,636,000
+61.4%
265,799
+63.4%
2.24%
+60.8%
Q4 2017$13,406,000
+2.1%
162,715
+1.3%
1.39%
+0.3%
Q3 2017$13,129,000
+3.0%
160,635
-0.2%
1.39%
+2.1%
Q2 2017$12,751,000
+7.4%
160,920
+0.8%
1.36%
+7.1%
Q1 2017$11,872,000
+18.8%
159,660
+10.1%
1.27%
+7.2%
Q4 2016$9,997,000
+175.9%
145,005
+188.6%
1.18%
+164.9%
Q3 2016$3,623,000
+588.8%
50,240
+584.5%
0.45%
+621.0%
Q2 2016$526,0007,3400.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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