Tortoise Investment Management, LLC - SELECT SECTOR SPDR TR ownership

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%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$9,656
-3.0%
750.0%0.00%0.0%
Q2 2023$9,955
-74.7%
75
-75.3%
0.00%
-83.3%
Q1 2023$39,356
-4.7%
3040.0%0.01%
-14.3%
Q4 2022$41,298
+11.6%
3040.0%0.01%0.0%
Q3 2022$37,000
+270.0%
304
+305.3%
0.01%
+250.0%
Q2 2022$10,0000.0%750.0%0.00%0.0%
Q1 2022$10,000
-9.1%
750.0%0.00%0.0%
Q4 2021$11,000
+10.0%
750.0%0.00%0.0%
Q3 2021$10,000
-61.5%
75
-63.1%
0.00%
-60.0%
Q2 2021$26,000
+188.9%
203
+170.7%
0.01%
+150.0%
Q1 2021$9,0000.0%750.0%0.00%0.0%
Q4 2020$9,000
+12.5%
750.0%0.00%0.0%
Q3 2020$8,0000.0%750.0%0.00%0.0%
Q2 2020$8,000
+14.3%
750.0%0.00%0.0%
Q1 2020$7,000
-12.5%
750.0%0.00%0.0%
Q4 2019$8,000
+14.3%
750.0%0.00%0.0%
Q3 2019$7,0000.0%750.0%0.00%0.0%
Q2 2019$7,0000.0%750.0%0.00%0.0%
Q1 2019$7,000
+16.7%
750.0%0.00%0.0%
Q4 2018$6,000
-14.3%
750.0%0.00%0.0%
Q3 2018$7,000
+16.7%
750.0%0.00%0.0%
Q2 2018$6,0000.0%750.0%0.00%0.0%
Q1 2018$6,0000.0%750.0%0.00%0.0%
Q4 2017$6,0000.0%750.0%0.00%0.0%
Q3 2017$6,0000.0%750.0%0.00%0.0%
Q2 2017$6,0000.0%750.0%0.00%0.0%
Q1 2017$6,000
+20.0%
750.0%0.00%0.0%
Q4 2016$5,0000.0%750.0%0.00%0.0%
Q3 2016$5,0000.0%750.0%0.00%0.0%
Q2 2016$5,0000.0%750.0%0.00%0.0%
Q1 2016$5,000
-68.8%
75
-66.7%
0.00%
-66.7%
Q4 2015$16,000
+6.7%
2250.0%0.01%0.0%
Q3 2015$15,000
-11.8%
2250.0%0.01%0.0%
Q2 2015$17,000
+6.2%
2250.0%0.01%0.0%
Q1 2015$16,000
+6.7%
2250.0%0.01%0.0%
Q4 2014$15,000
+50.0%
225
+50.0%
0.01%
+50.0%
Q3 2014$10,000
+11.1%
1500.0%0.00%0.0%
Q2 2014$9,0000.0%1500.0%0.00%0.0%
Q1 2014$9,000
-43.8%
150
-50.0%
0.00%0.0%
Q4 2013$16,000
+100.0%
300
+100.0%
0.00%
-20.0%
Q3 2013$8,000
+14.3%
1500.0%0.01%0.0%
Q2 2013$7,0000.0%1500.0%0.01%0.0%
Q1 2013$7,000
+16.7%
1500.0%0.01%0.0%
Q4 2012$6,0001500.01%
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