Freedom Investment Management, Inc. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,482 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$7,432,356
+807.5%
57,731
+835.7%
0.91%
+888.0%
Q2 2023$818,969
+62.8%
6,170
+66.6%
0.09%
+61.4%
Q4 2022$503,188
+6.6%
3,704
+10.7%
0.06%
+62.9%
Q4 2021$472,000
-90.9%
3,347
-91.8%
0.04%
-91.2%
Q3 2021$5,188,000
+446.7%
40,755
+387.0%
0.40%
+280.8%
Q4 2020$949,000
-33.7%
8,369
-40.5%
0.10%
-17.5%
Q4 2019$1,432,000
+19.1%
14,054
+5.4%
0.13%
+21.2%
Q3 2019$1,202,000
-82.4%
13,338
-81.9%
0.10%
-81.8%
Q2 2019$6,838,000
+60.0%
73,812
+58.5%
0.57%
+67.1%
Q1 2019$4,274,000
-29.9%
46,583
-33.9%
0.34%
-27.6%
Q4 2018$6,101,000
-20.9%
70,523
-25.6%
0.47%
+20.3%
Q1 2018$7,711,000
+494.1%
94,729
+478.2%
0.39%
+432.4%
Q2 2017$1,298,000
-81.3%
16,384
-82.4%
0.07%
-81.7%
Q1 2017$6,937,000
+15.6%
93,292
+7.2%
0.40%
+7.2%
Q4 2016$6,002,000
+1100.4%
87,057
+1153.5%
0.38%
+892.1%
Q4 2015$500,000
-90.3%
6,945
-71.1%
0.04%
-92.8%
Q3 2015$5,167,000
+165.1%
24,030
-8.3%
0.53%
+163.0%
Q2 2015$1,949,000
+36.7%
26,202
+33.2%
0.20%
+27.4%
Q1 2015$1,426,000
+470.4%
19,668
+437.5%
0.16%
+390.6%
Q4 2014$250,000
-11.0%
3,659
-16.8%
0.03%
-36.0%
Q3 2014$281,000
+33.2%
4,399
+26.6%
0.05%
+42.9%
Q2 2014$211,000
-5.4%
3,476
-8.7%
0.04%
-27.1%
Q1 2014$223,000
-10.1%
3,807
-14.9%
0.05%
-22.6%
Q4 2013$248,000
-12.7%
4,471
-20.3%
0.06%
-23.5%
Q3 2013$284,000
+7.6%
5,613
+1.1%
0.08%
-10.0%
Q2 2013$264,000
+18.4%
5,552
+14.6%
0.09%
+21.6%
Q1 2013$223,0004,8450.07%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
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