Summit Financial, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,432 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$869,954
+1.5%
6,757
+4.6%
0.06%
+3.2%
Q2 2023$857,303
+19.6%
6,459
+16.7%
0.06%
-1.6%
Q1 2023$716,674
+0.4%
5,536
+5.3%
0.06%
-6.0%
Q4 2022$714,160
-99.9%
5,257
+3.2%
0.07%
+15.5%
Q3 2022$616,797,000
+0.7%
5,093
+6.6%
0.06%
+1.8%
Q2 2022$612,694,000
-8.5%
4,778
-2.2%
0.06%
+9.6%
Q1 2022$669,318,000
+0.3%
4,886
+3.2%
0.05%
+2.0%
Q4 2021$667,073,000
+74.3%
4,735
+57.5%
0.05%
+54.5%
Q3 2021$382,754,0003,0070.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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