Powell 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 1,492 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
Powell Investment Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$33,987
-3.0%
2640.0%0.02%0.0%
Q2 2023$35,041
+2.5%
2640.0%0.02%
+5.3%
Q1 2023$34,177
-4.7%
2640.0%0.02%
-9.5%
Q4 2022$35,864
+12.1%
2640.0%0.02%0.0%
Q3 2022$32,000
-5.9%
2640.0%0.02%0.0%
Q2 2022$34,000
-92.9%
264
-92.5%
0.02%
-92.5%
Q1 2022$480,000
-2.4%
3,506
+0.3%
0.28%
-0.4%
Q4 2021$492,000
+11.1%
3,495
+0.3%
0.28%
+2.2%
Q3 2021$443,000
+1.4%
3,483
+0.3%
0.27%
+1.9%
Q2 2021$437,000
+8.2%
3,472
+0.3%
0.27%
+1.9%
Q1 2021$404,000
+3.3%
3,460
+0.3%
0.26%
-11.1%
Q4 2020$391,000
+8.0%
3,449
+0.4%
0.30%
-4.5%
Q3 2020$362,000
+5.8%
3,436
+0.4%
0.31%
-6.0%
Q2 2020$342,000
+1387.0%
3,423
+1196.6%
0.33%
+1082.1%
Q1 2020$23,000
-14.8%
2640.0%0.03%0.0%
Q4 2019$27,000–264–0.03%–
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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