Robertson Stephens Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,181 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$6,533,798
-4.2%
50,752
-1.2%
0.44%
-8.7%
Q2 2023$6,820,736
-3.0%
51,388
-5.4%
0.48%
-10.7%
Q1 2023$7,032,038
-4.7%
54,318
+0.0%
0.54%
-24.7%
Q4 2022$7,376,317
-3.1%
54,297
-13.6%
0.72%
-9.6%
Q3 2022$7,611,000
-10.6%
62,845
-5.3%
0.79%
-1.1%
Q2 2022$8,509,000
-13.2%
66,354
-7.3%
0.80%
-2.5%
Q1 2022$9,807,000
+0.2%
71,594
+3.1%
0.82%
+0.1%
Q4 2021$9,785,000
+17.6%
69,456
+6.3%
0.82%
-12.4%
Q3 2021$8,319,000
+1.7%
65,353
+0.6%
0.94%
-4.4%
Q2 2021$8,181,000
+4.9%
64,956
-2.7%
0.98%
-21.3%
Q1 2021$7,796,000
-1.6%
66,786
-4.4%
1.25%
-24.7%
Q4 2020$7,926,000
+9.6%
69,871
+1.9%
1.66%
-6.8%
Q3 2020$7,232,000
-5.9%
68,566
-10.7%
1.78%
-19.9%
Q2 2020$7,686,000
-3.2%
76,815
-14.3%
2.22%
-18.2%
Q1 2020$7,939,000
-11.8%
89,626
+2.1%
2.71%
-40.3%
Q4 2019$9,004,000
+57.2%
87,825
+38.2%
4.54%
+56.6%
Q3 2019$5,727,000
+46.7%
63,542
+50.8%
2.90%
-23.7%
Q2 2019$3,904,000
-44.5%
42,141
-45.1%
3.80%
-36.8%
Q1 2019$7,036,000
+6.0%
76,6920.0%6.01%
-9.4%
Q4 2018$6,635,00076,6926.64%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2021
NameSharesValueWeighting ↓
SWISS RE LTD 1,600,000$219,184,00038.54%
Tairen Capital Ltd 1,290,392$176,771,00022.42%
Granite Bay Wealth Management, LLC 113,069$15,489,00012.55%
AGF Investments LLC 959,452$131,435,00010.98%
Main Management ETF Advisors, LLC 857,500$117,469,00010.91%
Florin Court Capital LLP 70,000$9,589,0009.29%
WestEnd Advisors, LLC 2,413,173$330,580,661,0008.88%
Biltmore Wealth Management, LLC 153,228$20,991,0008.16%
Conservest Capital Advisors, Inc. 532,824$72,992,0008.09%
Advocacy Wealth Management Services, LLC 315,943$43,602,0007.58%
View complete list of SELECT SECTOR SPDR TR shareholders