Institute for Wealth Management, LLC. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$517,143
-4.0%
4,017
-1.0%
0.09%
+2.2%
Q2 2023$538,598
-0.0%
4,058
-2.5%
0.09%
-11.7%
Q1 2023$538,779
-5.5%
4,162
-0.9%
0.10%
-14.2%
Q4 2022$570,395
+8.6%
4,199
-3.1%
0.12%
+1.7%
Q3 2022$525,000
-15.0%
4,334
-10.0%
0.12%
-2.5%
Q2 2022$618,000
-18.9%
4,816
-13.4%
0.12%
-1.6%
Q1 2022$762,000
-2.7%
5,561
+0.1%
0.12%
-3.9%
Q4 2021$783,000
+22.3%
5,557
+10.6%
0.13%
+14.3%
Q3 2021$640,000
-4.3%
5,025
-5.3%
0.11%
-4.3%
Q2 2021$669,000
+7.4%
5,308
-0.5%
0.12%
-0.8%
Q1 2021$623,000
+7.4%
5,337
+4.4%
0.12%
+2.6%
Q4 2020$580,000
+10.3%
5,113
+2.6%
0.12%
-4.2%
Q3 2020$526,000
+12.9%
4,984
+7.0%
0.12%
+5.3%
Q2 2020$466,000
+10.7%
4,659
-1.9%
0.11%
-12.3%
Q1 2020$421,000
-21.2%
4,749
-9.4%
0.13%
+7.4%
Q4 2019$534,000
+88.0%
5,242
+71.2%
0.12%
+92.1%
Q2 2019$284,000
-52.7%
3,062
-53.2%
0.06%
-51.9%
Q1 2019$601,000
-13.2%
6,544
-18.2%
0.13%
-53.9%
Q4 2018$692,000
+12.2%
8,001
+7.3%
0.28%
+100.0%
Q4 2017$617,000
+65.4%
7,457
+63.5%
0.14%
+17.4%
Q3 2017$373,000
-52.1%
4,562
-53.7%
0.12%
-43.5%
Q2 2017$779,000
-34.6%
9,854
-38.5%
0.21%
-86.1%
Q2 2015$1,192,000
-36.0%
16,019
-37.6%
1.54%
-24.8%
Q1 2015$1,862,000
+5.1%
25,685
-0.8%
2.05%
+9.9%
Q4 2014$1,771,000
+31.7%
25,897
+23.7%
1.86%
+45.4%
Q3 2014$1,345,000
-4.3%
20,934
-9.4%
1.28%
+5.4%
Q2 2014$1,405,000
+5.4%
23,100
+1.4%
1.22%
+6.4%
Q1 2014$1,333,000
+2.1%
22,786
-3.2%
1.14%
+21.5%
Q4 2013$1,305,000
+16212.5%
23,531
+15483.4%
0.94%
+15566.7%
Q3 2013$8,000
-99.7%
151
-99.8%
0.01%
-99.8%
Q2 2013$3,046,00063,9872.45%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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