ROBERTSON STEPHENS ADVISORS 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
ROBERTSON STEPHENS ADVISORS LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2017$4,970,000
+28.3%
60,808
+24.4%
4.29%
+23.2%
Q2 2017$3,873,000
+54.7%
48,879
+34.8%
3.48%
+55.7%
Q1 2017$2,503,000
-30.8%
36,249
-30.9%
2.24%
+8.5%
Q4 2016$3,617,00052,4662.06%
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