D.B. Root & Company, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,059 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.6%.

Quarter-by-quarter ownership
D.B. Root & Company, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$302,540
-12.0%
2,350
-9.2%
0.12%
-9.2%
Q2 2023$343,680
-11.9%
2,589
-14.1%
0.13%
-15.6%
Q1 2023$390,273
-71.8%
3,015
-70.4%
0.15%
-73.6%
Q4 2022$1,382,813
+276.8%
10,179
+235.5%
0.58%
+249.7%
Q3 2022$367,000
-39.7%
3,034
-36.1%
0.17%
-36.0%
Q2 2022$609,000
+52.6%
4,749
+62.9%
0.26%
+75.2%
Q1 2022$399,000
+19.1%
2,915
+22.5%
0.15%
+23.1%
Q4 2021$335,000
-56.8%
2,380
-61.0%
0.12%
-60.1%
Q3 2021$776,000
+9.6%
6,097
+8.4%
0.30%
+14.8%
Q2 2021$708,000
-1.0%
5,623
-8.2%
0.26%
-6.0%
Q1 2021$715,000
-5.4%
6,127
-8.1%
0.28%
-7.0%
Q4 2020$756,000
+8.5%
6,669
+0.9%
0.30%
+7.9%
Q3 2020$697,000
-52.8%
6,610
-55.3%
0.28%
-56.4%
Q2 2020$1,478,000
+182.6%
14,777
+150.2%
0.64%
+143.2%
Q1 2020$523,000
+0.2%
5,906
+15.1%
0.26%
+14.8%
Q4 2019$522,000
-28.4%
5,133
-36.6%
0.23%
-32.4%
Q3 2019$729,000
-13.5%
8,095
-11.1%
0.34%
-9.1%
Q2 2019$843,000
-44.8%
9,106
-45.3%
0.37%
-42.6%
Q1 2019$1,527,000
+4.2%
16,639
-1.8%
0.65%
-10.6%
Q4 2018$1,466,000
+11.1%
16,944
+22.1%
0.73%
+25.3%
Q3 2018$1,320,000
+263.6%
13,872
+219.0%
0.58%
+240.4%
Q2 2018$363,000
+0.3%
4,349
-2.3%
0.17%
-10.5%
Q1 2018$362,0004,4510.19%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
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