SIMON QUICK ADVISORS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,449 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2022$30,000
-3.2%
2210.0%0.01%
+12.5%
Q4 2021$31,000
+14.8%
221
+0.9%
0.01%
+14.3%
Q3 2021$27,0000.0%219
+0.5%
0.01%0.0%
Q2 2021$27,000
+28.6%
218
+19.1%
0.01%
+16.7%
Q1 2021$21,0000.0%1830.0%0.01%0.0%
Q4 2020$21,000
+10.5%
183
+0.5%
0.01%
+20.0%
Q3 2020$19,000
+5.6%
182
+0.6%
0.01%
-28.6%
Q2 2020$18,000
+12.5%
1810.0%0.01%
+16.7%
Q1 2020$16,000
-30.4%
181
-19.6%
0.01%
-25.0%
Q4 2019$23,000
-11.5%
225
-18.5%
0.01%
-27.3%
Q3 2018$26,000
+271.4%
276
+217.2%
0.01%
+266.7%
Q2 2018$7,000
+75.0%
87
+117.5%
0.00%
+50.0%
Q4 2017$4,000400.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
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