Wealth Architects, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$214,867
-3.0%
1,6690.0%0.04%0.0%
Q2 2023$221,526
+2.5%
1,6690.0%0.04%
-2.6%
Q1 2023$216,069
-8.8%
1,669
-4.3%
0.04%
-15.6%
Q4 2022$236,922
+12.3%
1,7440.0%0.04%
+2.3%
Q3 2022$211,000
-4.5%
1,744
+1.0%
0.04%
+2.3%
Q2 2022$221,000
-7.1%
1,727
-0.8%
0.04%
+7.5%
Q1 2022$238,000
-4.4%
1,741
-1.6%
0.04%
-9.1%
Q4 2021$249,000
-7.4%
1,770
-16.3%
0.04%
-15.4%
Q3 2021$269,000
+4.3%
2,114
+3.0%
0.05%
+2.0%
Q2 2021$258,0002,0520.05%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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