PETERSON WEALTH MANAGEMENT - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,492 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.6%.

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Quarter-by-quarter ownership
PETERSON WEALTH MANAGEMENT ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,096,966
-8.2%
8,521
-5.4%
0.90%
-4.6%
Q2 2023$1,195,195
-0.9%
9,005
-3.4%
0.95%
-18.0%
Q1 2023$1,206,519
-6.7%
9,320
-2.1%
1.16%
-12.4%
Q4 2022$1,293,237
-8.0%
9,520
-18.0%
1.32%
+0.5%
Q3 2022$1,406,000
+39.5%
11,606
+47.7%
1.31%
+0.6%
Q2 2022$1,008,000
-60.3%
7,860
-57.6%
1.30%
-23.5%
Q1 2022$2,538,000
-12.5%
18,528
-10.0%
1.70%
-12.1%
Q4 2021$2,900,000
+16.9%
20,586
+5.7%
1.94%
+0.8%
Q3 2021$2,480,000
+2.4%
19,478
+1.3%
1.92%
+1.6%
Q2 2021$2,422,000
+12.7%
19,228
+4.4%
1.89%
+3.6%
Q1 2021$2,149,000
-38.2%
18,412
-40.0%
1.82%
-35.4%
Q4 2020$3,480,000
+8.1%
30,681
+0.6%
2.82%
-0.9%
Q3 2020$3,218,000
-0.1%
30,511
-5.2%
2.85%
-11.0%
Q2 2020$3,221,000
+51.1%
32,190
+33.8%
3.20%
+23.4%
Q1 2020$2,131,000–24,057–2.60%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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