JFS WEALTH 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 1,492 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
JFS WEALTH ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,513,726
+7.6%
19,526
+10.9%
0.24%
+12.9%
Q2 2023$2,336,397
+4.4%
17,603
+1.8%
0.21%
-0.5%
Q1 2023$2,238,604
-7.0%
17,292
-2.4%
0.21%
-10.6%
Q4 2022$2,407,650
-2.8%
17,723
-13.4%
0.24%
-13.2%
Q3 2022$2,478,000
-7.4%
20,457
-2.0%
0.27%
-3.9%
Q2 2022$2,677,000
-5.6%
20,877
+0.9%
0.28%
+5.6%
Q1 2022$2,835,000
-8.2%
20,694
-5.6%
0.27%
-7.9%
Q4 2021$3,089,000
+15.8%
21,927
+4.7%
0.29%
+6.2%
Q3 2021$2,667,000
+9425.0%
20,949
+7895.8%
0.27%
+3814.3%
Q3 2020$28,000
+21.7%
262
+8.7%
0.01%
+16.7%
Q3 2018$23,000
+228.6%
241
+183.5%
0.01%
+200.0%
Q1 2018$7,000
+600.0%
85
+466.7%
0.00%–
Q4 2017$1,000
-88.9%
15
-88.1%
0.00%
-100.0%
Q1 2016$9,0000.0%1260.0%0.00%0.0%
Q4 2015$9,000–126–0.00%–
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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