LBMC INVESTMENT ADVISORS, 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 1,449 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%.

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Quarter-by-quarter ownership
LBMC INVESTMENT ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,782,379
-4.0%
13,9880.0%0.19%
+3.8%
Q2 2023$1,856,656
+2.0%
13,988
-0.5%
0.18%
-0.5%
Q1 2023$1,819,598
-4.4%
14,055
+0.3%
0.18%
-8.5%
Q4 2022$1,904,038
+7.0%
14,016
-4.6%
0.20%
-2.0%
Q3 2022$1,780,000
-5.5%
14,695
+0.0%
0.20%0.0%
Q2 2022$1,884,000
-8.1%
14,689
-1.9%
0.20%
+13.3%
Q1 2022$2,051,000
-2.7%
14,969
+0.0%
0.18%
-0.5%
Q4 2021$2,108,000
+10.7%
14,964
-18.9%
0.18%
+2.2%
Q3 2021$1,904,000
-5.1%
18,459
+15.9%
0.18%
-6.8%
Q2 2021$2,006,000
+702.4%
15,927
+644.6%
0.19%
+634.6%
Q1 2021$250,000
+3.3%
2,139
+0.2%
0.03%
-10.3%
Q4 2020$242,000
+8.0%
2,134
+0.3%
0.03%
-6.5%
Q3 2020$224,000
+5.7%
2,128
+0.2%
0.03%
-6.1%
Q2 2020$212,000
-1.4%
2,123
+0.6%
0.03%
+10.0%
Q4 2019$215,000–2,111–0.03%–
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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