FORTEM FINANCIAL GROUP, 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
FORTEM FINANCIAL GROUP, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$330,733
-34.7%
2,569
-32.7%
0.19%
-35.3%
Q2 2023$506,630
-14.6%
3,817
-16.7%
0.30%
-22.3%
Q1 2023$593,186
-87.8%
4,582
-87.2%
0.39%
-86.5%
Q4 2022$4,867,913
+9.8%
35,833
-2.1%
2.85%
-7.0%
Q3 2022$4,432,000
-3.4%
36,595
+2.3%
3.07%
+2.4%
Q2 2022$4,586,000
+171.5%
35,764
+190.1%
3.00%
+305.5%
Q1 2022$1,689,000
-23.8%
12,328
-21.6%
0.74%
-26.9%
Q4 2021$2,216,000
+88.6%
15,726
+70.3%
1.01%
+69.9%
Q3 2021$1,175,000
-1.2%
9,234
-2.2%
0.60%
-1.3%
Q2 2021$1,189,000
-60.0%
9,437
-62.9%
0.60%
-64.9%
Q1 2021$2,971,000
-14.3%
25,447
-16.7%
1.72%
-17.2%
Q4 2020$3,467,000
+7.8%
30,562
+0.3%
2.08%
-10.7%
Q3 2020$3,215,000
+53.6%
30,477
+45.7%
2.33%
+44.0%
Q2 2020$2,093,00020,9111.62%
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