Private Wealth Strategies, L.L.C. - 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
Private Wealth Strategies, L.L.C. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$923,843
-7.1%
7,176
-4.2%
0.23%
-3.3%
Q2 2023$994,383
-0.9%
7,492
-3.3%
0.24%
-5.9%
Q1 2023$1,003,521
-2.0%
7,751
+2.9%
0.25%
-7.0%
Q4 2022$1,023,644
+11.0%
7,534
-1.0%
0.27%
+1.5%
Q3 2022$922,000
-11.7%
7,607
-6.6%
0.27%
-7.6%
Q2 2022$1,044,000
-11.6%
8,143
-5.5%
0.29%0.0%
Q1 2022$1,181,000
-2.5%
8,619
+0.3%
0.29%
+4.3%
Q4 2021$1,211,000
+44.5%
8,593
+30.5%
0.28%
+32.9%
Q3 2021$838,000
+27.7%
6,583
+26.4%
0.21%
+24.3%
Q2 2021$656,000
+8.1%
5,209
+0.3%
0.17%
+0.6%
Q1 2021$607,000
+2.9%
5,191
-0.1%
0.17%
-6.1%
Q4 2020$590,000
+3.5%
5,197
-4.1%
0.18%
-10.5%
Q3 2020$570,000
-5.9%
5,417
-10.6%
0.20%
-25.4%
Q2 2020$606,000
-13.4%
6,057
-23.6%
0.27%
-23.2%
Q1 2020$700,000
-31.2%
7,933
-20.6%
0.35%
-14.0%
Q4 2019$1,018,0009,9900.41%
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