Marcum Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,411 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.7%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,861,838
-4.4%
14,462
-1.5%
0.22%
-2.2%
Q2 2023$1,948,078
+2.5%
14,677
-0.1%
0.23%
-3.4%
Q1 2023$1,901,121
-14.4%
14,685
-10.2%
0.24%
-19.7%
Q4 2022$2,221,827
+10.8%
16,355
-1.3%
0.30%
-3.0%
Q3 2022$2,006,000
-1.1%
16,567
+4.8%
0.30%0.0%
Q2 2022$2,028,000
+12.5%
15,813
+20.2%
0.30%
+22.1%
Q1 2022$1,802,000
+16.9%
13,156
+20.2%
0.25%
+16.4%
Q4 2021$1,542,000
+25.3%
10,947
+13.2%
0.21%
+10.9%
Q3 2021$1,231,000
+8.7%
9,670
+7.6%
0.19%
+4.9%
Q2 2021$1,132,000
+14.6%
8,990
+6.3%
0.18%
+12.9%
Q1 2021$988,0008,4600.16%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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