MARK SHEPTOFF FINANCIAL PLANNING, 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
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$8,883
-3.0%
690.0%0.01%
+20.0%
Q2 2023$9,158
+2.5%
690.0%0.01%0.0%
Q1 2023$8,933
-4.7%
690.0%0.01%0.0%
Q4 2022$9,374
+368.7%
69
+263.2%
0.01%
+400.0%
Q3 2022$2,0000.0%190.0%0.00%0.0%
Q2 2022$2,000
-33.3%
190.0%0.00%
-50.0%
Q1 2022$3,0000.0%190.0%0.00%
+100.0%
Q4 2021$3,000
+50.0%
190.0%0.00%0.0%
Q3 2021$2,0000.0%190.0%0.00%0.0%
Q2 2021$2,0000.0%190.0%0.00%0.0%
Q1 2021$2,0000.0%190.0%0.00%0.0%
Q4 2020$2,0000.0%190.0%0.00%0.0%
Q3 2020$2,0000.0%190.0%0.00%0.0%
Q2 2020$2,0000.0%190.0%0.00%
-50.0%
Q1 2020$2,0000.0%190.0%0.00%
+100.0%
Q4 2019$2,0000.0%190.0%0.00%0.0%
Q3 2019$2,0000.0%190.0%0.00%0.0%
Q2 2019$2,0000.0%190.0%0.00%0.0%
Q1 2019$2,000190.00%
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