Circle Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,432 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.6%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,113,656
+402.5%
16,418
+418.1%
0.05%
-5.4%
Q2 2023$420,648
-16.7%
3,169
-18.7%
0.06%
-23.3%
Q1 2023$504,817
-4.5%
3,899
+0.2%
0.07%
-11.0%
Q4 2022$528,743
+12.5%
3,892
+0.2%
0.08%
+5.1%
Q3 2022$470,000
+4.9%
3,884
+11.1%
0.08%
+9.9%
Q2 2022$448,000
-6.1%
3,497
+0.4%
0.07%
+12.7%
Q1 2022$477,000
+2.6%
3,484
+5.5%
0.06%
+3.3%
Q4 2021$465,000
+21.4%
3,302
+9.8%
0.06%
+10.9%
Q3 2021$383,000
+1.3%
3,008
+0.2%
0.06%
+1.9%
Q2 2021$378,000
+8.0%
3,001
+0.2%
0.05%
-3.6%
Q1 2021$350,000
-1.7%
2,994
-4.5%
0.06%
+9.8%
Q4 2020$356,000
+9.2%
3,134
+1.6%
0.05%
-5.6%
Q3 2020$326,000
+5.8%
3,086
+0.2%
0.05%0.0%
Q2 2020$308,000
+13.2%
3,079
+0.3%
0.05%
+1.9%
Q1 2020$272,000
+0.4%
3,071
+2.1%
0.05%
-8.6%
Q3 2019$271,0003,0080.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
SWISS RE LTD 1,600,000$219,184,00038.54%
Tairen Capital Ltd 1,290,392$176,771,00022.42%
Granite Bay Wealth Management, LLC 113,069$15,489,00012.55%
AGF Investments LLC 959,452$131,435,00010.98%
Main Management ETF Advisors, LLC 857,500$117,469,00010.91%
Florin Court Capital LLP 70,000$9,589,0009.29%
WestEnd Advisors, LLC 2,413,173$330,580,661,0008.88%
Biltmore Wealth Management, LLC 153,228$20,991,0008.16%
Conservest Capital Advisors, Inc. 532,824$72,992,0008.09%
Advocacy Wealth Management Services, LLC 315,943$43,602,0007.58%
View complete list of SELECT SECTOR SPDR TR shareholders