Sugarloaf Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,589 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$65,400
-19.7%
508
-17.3%
0.02%
-10.5%
Q2 2023$81,451
+2.6%
614
+0.2%
0.02%
-5.0%
Q1 2023$79,388
-4.6%
6130.0%0.02%
-4.8%
Q4 2022$83,252
-24.3%
613
-32.1%
0.02%
-25.0%
Q3 2022$110,000
+6.8%
903
+12.6%
0.03%
+7.7%
Q2 2022$103,000
-6.4%
8020.0%0.03%0.0%
Q1 2022$110,000
-2.7%
8020.0%0.03%
-3.7%
Q4 2021$113,000
+10.8%
802
+0.1%
0.03%0.0%
Q3 2021$102,000
+1.0%
8010.0%0.03%
-3.6%
Q2 2021$101,000
+8.6%
801
+113.6%
0.03%0.0%
Q1 2021$93,000
+2.2%
375
-53.1%
0.03%
-6.7%
Q4 2020$91,000
+8.3%
800
+0.1%
0.03%
-3.2%
Q3 2020$84,000
+5.0%
7990.0%0.03%0.0%
Q2 2020$80,000
+12.7%
799
+0.1%
0.03%
-3.1%
Q1 2020$71,0000.0%798
+14.3%
0.03%
+6.7%
Q4 2019$71,0006980.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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