Perennial Investment 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 1,274 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
Perennial Investment Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,745,565
-11.4%
13,550
-8.7%
0.32%
-9.2%
Q2 2023$1,970,506
-18.9%
14,835
-20.9%
0.35%
-23.2%
Q1 2023$2,429,941
+23.1%
18,761
+29.2%
0.45%
-43.6%
Q4 2022$1,973,257
+13.1%
14,524
+0.9%
0.80%
+1.4%
Q3 2022$1,744,000
+16.1%
14,397
+23.1%
0.79%
+34.8%
Q2 2022$1,502,000
+2.5%
11,700
+9.5%
0.59%
+26.8%
Q1 2022$1,465,000
+3.2%
10,684
+5.9%
0.46%
+4.3%
Q4 2021$1,420,000
+14.5%
10,085
+3.5%
0.44%
+1.1%
Q3 2021$1,240,000
-0.2%
9,748
-1.1%
0.44%
-3.1%
Q2 2021$1,242,000
-8.9%
9,858
-15.6%
0.45%
-15.8%
Q1 2021$1,363,000
+2.6%
11,675
-0.3%
0.54%
-5.4%
Q4 2020$1,328,000
+7.0%
11,706
-0.2%
0.57%
-8.5%
Q3 2020$1,241,000
+1.6%
11,733
-3.9%
0.62%
-24.8%
Q2 2020$1,222,000
+33.3%
12,211
+17.9%
0.83%
+1.5%
Q1 2020$917,000
-15.8%
10,354
-3.2%
0.82%
-5.1%
Q4 2019$1,089,000–10,696–0.86%–
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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