Segment Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$223,000
+10.4%
1,5850.0%0.02%
-4.2%
Q3 2021$202,000
+0.5%
1,585
-0.6%
0.02%0.0%
Q2 2021$201,000
-30.2%
1,595
-37.1%
0.02%
-42.9%
Q4 2020$288,000
-91.7%
2,535
-92.3%
0.04%
-92.6%
Q3 2020$3,474,000
+6.5%
32,932
+1.0%
0.56%
-6.5%
Q2 2020$3,262,000
+16.5%
32,596
+3.1%
0.60%
-3.4%
Q1 2020$2,799,000
-8.5%
31,601
+5.2%
0.62%
+20.7%
Q4 2019$3,059,000
+21.8%
30,027
+7.8%
0.52%
+5.3%
Q3 2019$2,511,000
+9.0%
27,856
+12.1%
0.49%
+4.9%
Q2 2019$2,303,000
+8.0%
24,858
+7.0%
0.47%
+3.5%
Q1 2019$2,132,000
+10.9%
23,233
+4.5%
0.45%
-6.8%
Q4 2018$1,923,000
-2.2%
22,233
+7.5%
0.48%
+13.1%
Q3 2018$1,967,000
+18.2%
20,673
+3.7%
0.43%
+9.4%
Q2 2018$1,664,000
+5.2%
19,941
+2.7%
0.39%
-0.3%
Q1 2018$1,581,000
-2.0%
19,426
-0.5%
0.39%
+0.8%
Q4 2017$1,614,000
+3.5%
19,526
+2.4%
0.39%
-5.8%
Q3 2017$1,559,000
+6.2%
19,071
+2.9%
0.41%
+2.5%
Q2 2017$1,468,000
+7.3%
18,526
+0.7%
0.40%
-9.4%
Q1 2017$1,368,000
+16.6%
18,396
+8.1%
0.45%
+3.7%
Q4 2016$1,173,000
-27.4%
17,010
-24.1%
0.43%
-29.7%
Q4 2015$1,615,000
-47.1%
22,419
-51.3%
0.61%
-47.6%
Q3 2015$3,052,000
-30.9%
46,079
-22.4%
1.17%
-23.9%
Q2 2015$4,416,000
+6.7%
59,364
+4.0%
1.53%
+10.9%
Q1 2015$4,137,000
+7.8%
57,067
+1.6%
1.38%
-6.2%
Q4 2014$3,839,000
+6.6%
56,149
-0.3%
1.47%
+7.0%
Q3 2014$3,601,000
+7.0%
56,338
+1.8%
1.38%
+5.6%
Q2 2014$3,366,000
+5.5%
55,330
+1.4%
1.30%
-12.2%
Q1 2014$3,191,000
+7.2%
54,557
+1.6%
1.48%
+1.1%
Q4 2013$2,977,000
+11.4%
53,695
+1.6%
1.47%
+0.9%
Q3 2013$2,673,000
+44.3%
52,844
+35.8%
1.46%
+31.2%
Q2 2013$1,853,00038,9241.11%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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