FormulaFolio Investments, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2021$9,0000.0%730.0%0.00%0.0%
Q1 2021$9,000
-98.6%
73
-98.7%
0.00%
-76.9%
Q4 2020$637,000
-48.1%
5,618
-59.5%
0.01%
-80.3%
Q1 2020$1,228,000
-64.4%
13,869
-59.0%
0.07%
-46.3%
Q4 2019$3,449,000
+11.6%
33,857
-1.3%
0.12%
+3.4%
Q3 2019$3,090,000
+2.0%
34,287
+4.8%
0.12%
-7.0%
Q2 2019$3,030,000
+0.2%
32,704
-0.7%
0.13%
-3.8%
Q1 2019$3,023,000
+399.7%
32,945
+417.8%
0.13%
+392.6%
Q4 2018$605,0000.0%6,3630.0%0.03%0.0%
Q3 2018$605,000
+26.0%
6,363
+10.6%
0.03%
+17.4%
Q2 2018$480,000
+12.1%
5,752
+9.5%
0.02%
-8.0%
Q1 2018$428,000
+2.4%
5,255
+4.0%
0.02%
-7.4%
Q4 2017$418,000
+31.4%
5,051
+14.0%
0.03%
-50.0%
Q2 2016$318,000
-98.5%
4,430
-98.6%
0.05%
-98.6%
Q1 2016$21,817,000
+6937.7%
321,880
+7387.3%
3.78%
+4684.8%
Q4 2015$310,000
-98.0%
4,299
-98.1%
0.08%
-98.4%
Q3 2015$15,350,000231,7624.90%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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