Secure Asset Management, 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 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$302,929
-43.5%
2,353
-41.8%
0.09%
-44.2%
Q2 2023$536,535
+7.4%
4,042
+4.8%
0.16%
-2.4%
Q1 2023$499,456
-4.1%
3,858
+0.6%
0.17%
-10.7%
Q4 2022$520,856
+18.9%
3,834
+6.1%
0.19%
-23.7%
Q3 2022$438,000
-18.4%
3,614
-13.7%
0.24%
-17.5%
Q2 2022$537,000
-30.5%
4,190
-25.7%
0.30%
-14.7%
Q1 2022$773,000
+35.4%
5,642
+39.1%
0.35%
+50.6%
Q4 2021$571,000
+20.0%
4,055
+8.5%
0.23%
-1.7%
Q3 2021$476,000
+2.8%
3,738
+1.7%
0.24%0.0%
Q2 2021$463,000
+92.1%
3,677
+78.0%
0.24%
+75.4%
Q1 2021$241,000
+3.0%
2,066
+0.2%
0.13%
-2.9%
Q4 2020$234,000
+7.8%
2,061
+0.3%
0.14%
-7.4%
Q3 2020$217,000
-84.6%
2,055
-85.4%
0.15%
-85.0%
Q2 2020$1,408,000
+108.6%
14,070
+112.3%
0.99%
+108.6%
Q4 2019$675,000–6,627–0.48%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2021
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