VisionPoint Advisory Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,209 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.

Quarter-by-quarter ownership
VisionPoint Advisory Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$112,551
+2131.4%
874
+2200.0%
0.05%
+2300.0%
Q2 2023$5,044
-98.0%
38
-98.0%
0.00%
-98.0%
Q2 2022$252,000
-57.5%
1,911
-59.0%
0.10%
-63.5%
Q1 2022$593,000
-12.8%
4,663
-9.3%
0.27%
-7.7%
Q4 2021$680,000
+4.8%
5,140
+5.3%
0.30%
+2.4%
Q3 2021$649,000
-27.8%
4,883
-36.6%
0.29%
-32.7%
Q1 2021$899,000
+2.7%
7,701
-0.2%
0.43%
-2.3%
Q4 2020$875,000
-0.9%
7,716
-7.8%
0.44%
+15.7%
Q3 2020$883,000
+13.5%
8,371
+13.0%
0.38%
+21.0%
Q2 2020$778,000
+44.6%
7,406
+22.0%
0.32%
+25.0%
Q1 2020$538,000
-12.9%
6,0700.0%0.25%
-1.9%
Q4 2019$618,000
-13.2%
6,070
-23.2%
0.26%
+31.8%
Q3 2019$712,000
-3.0%
7,905
-0.3%
0.20%
-7.6%
Q2 2019$734,000
-0.5%
7,927
-1.5%
0.21%
+1.9%
Q1 2019$738,000
+8.2%
8,049
+2.1%
0.21%
-6.3%
Q4 2018$682,0007,8840.22%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2021
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