Capital Wealth Planning, 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 1,492 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Capital Wealth Planning, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,298,910
+0.0%
17,857
+3.1%
0.03%0.0%
Q2 2023$2,297,822
+4.3%
17,312
+1.8%
0.03%
-6.7%
Q1 2023$2,202,244
-4.3%
17,011
+0.4%
0.03%
-11.8%
Q4 2022$2,300,891
+14.3%
16,937
+1.9%
0.03%
-8.1%
Q3 2022$2,013,000
-1.3%
16,624
+4.6%
0.04%
-7.5%
Q2 2022$2,039,000
+54.2%
15,896
+53.0%
0.04%
+11.1%
Q3 2021$1,322,000
-73.6%
10,387
-87.2%
0.04%
-74.5%
Q2 2021$5,001,000
+58.6%
80,924
+199.6%
0.14%
+36.9%
Q1 2021$3,153,000
-4.0%
27,012
-3.3%
0.10%
-18.9%
Q4 2020$3,286,000
+34.7%
27,946
+20.9%
0.13%
+5.0%
Q3 2020$2,439,000
+322.0%
23,120
+254.1%
0.12%
+236.1%
Q1 2020$578,000
-21.7%
6,530
-9.9%
0.04%
-18.2%
Q4 2019$738,000
-2.8%
7,248
-12.2%
0.04%
-8.3%
Q3 2019$759,000
+95.6%
8,255
+96.9%
0.05%
+71.4%
Q2 2019$388,000
-77.8%
4,193
-81.0%
0.03%
-90.0%
Q2 2017$1,751,000–22,092–0.28%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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