Edge 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
Edge Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$51,000
+10.9%
3600.0%0.01%0.0%
Q3 2021$46,000
+2.2%
3600.0%0.01%0.0%
Q2 2021$45,000
+7.1%
3600.0%0.01%0.0%
Q1 2021$42,000
+250.0%
360
+190.3%
0.01%
+350.0%
Q2 2020$12,000
+200.0%
124
+181.8%
0.00%
+100.0%
Q1 2020$4,000
-73.3%
44
-69.4%
0.00%
-66.7%
Q4 2019$15,000
+15.4%
144
-3.4%
0.00%0.0%
Q3 2019$13,000
-64.9%
149
-62.7%
0.00%
-62.5%
Q2 2019$37,0000.0%3990.0%0.01%
-11.1%
Q1 2019$37,000
+5.7%
3990.0%0.01%
-10.0%
Q4 2018$35,000
-7.9%
3990.0%0.01%
+11.1%
Q3 2018$38,000
+15.2%
399
+1.3%
0.01%
+12.5%
Q2 2018$33,000
+17.9%
394
+12.6%
0.01%
+14.3%
Q1 2018$28,000
-3.4%
3500.0%0.01%
-12.5%
Q4 2017$29,0000.0%3500.0%0.01%
-11.1%
Q3 2017$29,000
+3.6%
3500.0%0.01%0.0%
Q2 2017$28,000
+7.7%
3500.0%0.01%0.0%
Q1 2017$26,000
+8.3%
3500.0%0.01%0.0%
Q4 2016$24,000
-4.0%
3500.0%0.01%
-18.2%
Q3 2016$25,0000.0%3500.0%0.01%
+10.0%
Q2 2016$25,000
+4.2%
3500.0%0.01%
-9.1%
Q1 2016$24,000
-47.8%
350
-44.4%
0.01%
-35.3%
Q4 2015$46,0006300.02%
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