EPG Wealth 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 1,005 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.89 and the average weighting 0.7%.

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Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,103,881
-4.7%
24,110
-1.8%
0.94%
-2.9%
Q2 2023$3,258,351
+0.2%
24,549
-2.3%
0.96%
-6.0%
Q1 2023$3,253,017
-4.3%
25,128
+0.4%
1.03%
-20.8%
Q4 2022$3,400,823
+11.7%
25,034
-0.4%
1.30%
+3.5%
Q3 2022$3,045,000
-6.6%
25,145
-1.1%
1.25%
-10.1%
Q2 2022$3,260,000
-9.0%
25,422
-2.8%
1.39%
+12.3%
Q1 2022$3,583,000
+0.6%
26,159
+3.4%
1.24%
-1.0%
Q4 2021$3,562,000
+11.6%
25,304
+0.9%
1.25%
-2.1%
Q3 2021$3,192,000
+1.9%
25,071
+0.8%
1.28%
-3.6%
Q2 2021$3,132,000
+8.3%
24,868
+0.4%
1.33%
-5.5%
Q1 2021$2,891,000
-41.3%
24,765
-43.0%
1.41%
-52.5%
Q4 2020$4,926,000
+8.2%
43,422
+0.6%
2.96%
-12.1%
Q3 2020$4,554,000
+1.5%
43,170
-3.7%
3.36%
+5.8%
Q2 2020$4,485,000
+14.1%
44,822
+1.0%
3.18%
+10.1%
Q1 2020$3,931,000
+54.9%
44,379
+78.2%
2.89%
+55.4%
Q4 2019$2,537,000–24,906–1.86%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2020
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