YorkBridge Wealth Partners, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 904 filers reported holding SELECT SECTOR SPDR TR in Q2 2019. The put-call ratio across all filers is 1.65 and the average weighting 0.6%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2022$448,305
+12.1%
3,3000.0%0.11%
+10.7%
Q3 2022$400,000
-5.4%
3,3000.0%0.10%
-7.2%
Q2 2022$423,000
-6.4%
3,3000.0%0.11%
+12.1%
Q1 2022$452,000
-2.8%
3,3000.0%0.10%
-4.8%
Q4 2021$465,000
+10.7%
3,3000.0%0.10%
-1.9%
Q3 2021$420,000
-0.7%
3,300
-1.8%
0.11%
-3.6%
Q2 2021$423,000
+7.9%
3,3600.0%0.11%
-5.2%
Q1 2021$392,000
-6.9%
3,360
-9.4%
0.12%
-17.7%
Q4 2020$421,000
+7.7%
3,7100.0%0.14%
-14.0%
Q3 2020$391,000
+5.4%
3,7100.0%0.16%
-3.5%
Q2 2020$371,000
+12.8%
3,7100.0%0.17%
-15.8%
Q1 2020$329,000
-20.1%
3,710
-8.2%
0.20%
+6.9%
Q4 2019$412,000
+21.5%
4,042
+7.6%
0.19%
+10.5%
Q3 2019$339,000
-3.4%
3,757
-0.9%
0.17%
+9.6%
Q2 2019$351,000
+0.9%
3,7920.0%0.16%
-2.5%
Q1 2019$348,000
+5.1%
3,792
-0.8%
0.16%
-8.6%
Q4 2018$331,000
-9.3%
3,8220.0%0.18%
+4.8%
Q3 2018$365,000
-5.9%
3,822
-17.9%
0.17%
-1.8%
Q2 2018$388,000
+1.8%
4,6530.0%0.17%
-2.9%
Q1 2018$381,000
-3.1%
4,653
-1.6%
0.18%
-7.9%
Q4 2017$393,000
-1.0%
4,728
-2.8%
0.19%
-7.8%
Q3 2017$397,000
+10.3%
4,863
+7.3%
0.21%
+7.9%
Q2 2017$360,000
+4.0%
4,531
-0.7%
0.19%
+5.5%
Q1 2017$346,000
+3.6%
4,561
-5.0%
0.18%
-8.1%
Q4 2016$334,0004,8010.20%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2019
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