Heartwood Wealth Advisors LLC - 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 1,482 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$909,419
+2.8%
7,064
+6.0%
0.13%
+7.2%
Q2 2023$884,645
+1.0%
6,665
-1.5%
0.12%
-4.6%
Q1 2023$875,926
-8.4%
6,766
-3.9%
0.13%
-12.7%
Q4 2022$956,248
+2.4%
7,039
-8.8%
0.15%
-7.4%
Q3 2022$934,000
-6.8%
7,716
-1.3%
0.16%
-1.8%
Q2 2022$1,002,000
-3.8%
7,815
+2.7%
0.16%
+6.5%
Q1 2022$1,042,000
-18.7%
7,606
-16.4%
0.16%
-19.7%
Q4 2021$1,282,000
+3.6%
9,098
-6.4%
0.19%0.0%
Q3 2021$1,237,000
+1.1%
9,715
-0.0%
0.19%
+2.7%
Q2 2021$1,224,000
-20.9%
9,718
-26.7%
0.19%
-24.5%
Q1 2021$1,548,000
-73.3%
13,257
-74.1%
0.25%
-73.4%
Q4 2020$5,806,000
+8.9%
51,179
+1.3%
0.94%
-8.1%
Q3 2020$5,332,000
+5.0%
50,547
-0.4%
1.02%
+1.5%
Q2 2020$5,076,000
+12.9%
50,725
-0.1%
1.00%
-6.9%
Q1 2020$4,498,000
-4.4%
50,775
+9.9%
1.08%
+19.9%
Q4 2019$4,707,000–46,214–0.90%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 5,206,929$521,943,00011.82%
Main Management ETF Advisors, LLC 599,760$60,018,00011.33%
Florin Court Capital LLP 75,400$7,545,00010.89%
Miller Investment Management, LP 335,865$33,610,0009.88%
AGF Investments LLC 945,054$94,572,0009.61%
Annex Advisory Services, LLC 681,616$68,209,0009.51%
Optimum Quantvest Corp 44,715$4,475,0009.13%
Altus Wealth Management, LLC 77,341$7,739,0008.62%
Camarda Financial Advisors, LLC 58,740$5,878,0008.22%
Advisors Preferred, LLC 280,739$28,310,0007.90%
View complete list of SELECT SECTOR SPDR TR shareholders