HighMark Wealth Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,432 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.6%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$19,400
-2.6%
151
+0.7%
0.02%
+6.7%
Q2 2023$19,920
+2.3%
1500.0%0.02%0.0%
Q1 2023$19,479
-4.3%
1500.0%0.02%0.0%
Q4 2022$20,363
+7.2%
150
-3.2%
0.02%
-6.2%
Q3 2022$19,000
+18.8%
155
+22.0%
0.02%
+23.1%
Q2 2022$16,000
-5.9%
127
+0.8%
0.01%
+18.2%
Q1 2022$17,000
-5.6%
1260.0%0.01%0.0%
Q4 2021$18,000
+12.5%
126
+0.8%
0.01%
-8.3%
Q3 2021$16,0000.0%1250.0%0.01%0.0%
Q2 2021$16,000
+14.3%
125
+6.8%
0.01%
+9.1%
Q1 2021$14,000
+7.7%
1170.0%0.01%0.0%
Q4 2020$13,000
+8.3%
117
+0.9%
0.01%0.0%
Q3 2020$12,0000.0%1160.0%0.01%
-15.4%
Q2 2020$12,000
+20.0%
116
+0.9%
0.01%
+8.3%
Q1 2020$10,000
-9.1%
115
+0.9%
0.01%0.0%
Q4 2019$11,0001140.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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