Regent Peak Wealth Advisors LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,013 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%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$598,900
-8.6%
4,109
-7.4%
0.14%
-18.0%
Q1 2024$655,400
+16.1%
4,436
+7.2%
0.17%
+9.2%
Q4 2023$564,537
-5.8%
4,139
-11.1%
0.15%
-16.4%
Q3 2023$599,160
-9.2%
4,654
-6.4%
0.18%
-4.7%
Q2 2023$659,858
+0.8%
4,971
-1.7%
0.19%
-5.4%
Q1 2023$654,745
-4.5%
5,058
+0.2%
0.20%
-9.8%
Q4 2022$685,527
+1.9%
5,046
-9.3%
0.22%
-5.1%
Q3 2022$673,000
+4.5%
5,563
+10.8%
0.24%
+12.9%
Q2 2022$644,000
-10.9%
5,022
-4.8%
0.21%
+1.4%
Q1 2022$723,000
-2.6%
5,277
+0.2%
0.21%
+2.5%
Q4 2021$742,000
+10.9%
5,267
+0.2%
0.20%
+5.2%
Q3 2021$669,000
-3.5%
5,256
+0.2%
0.19%
-1.0%
Q2 2021$693,000
+6.8%
5,245
-5.7%
0.19%
-8.9%
Q1 2021$649,000
+31.1%
5,562
+27.4%
0.21%
+29.1%
Q4 2020$495,000
+16.5%
4,367
+8.4%
0.16%
-8.8%
Q3 2020$425,000
+70.0%
4,028
+63.9%
0.18%
+58.8%
Q4 2019$250,0002,4580.11%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2020
NameSharesValueWeighting ↓
AGF Investments LLC 944,340$107,126,00012.72%
Main Management ETF Advisors, LLC 582,470$66,075,00010.34%
NIPPON LIFE INSURANCE CO 4,362,561$494,889,00010.27%
Annex Advisory Services, LLC 742,687$84,250,0008.25%
Conservest Capital Advisors, Inc. 508,795$57,718,0006.92%
Altus Wealth Management, LLC 77,885$8,835,0006.86%
Beaumont Capital Management, LLC 59,511$6,751,0006.75%
Swan Global Investments, LLC 1,541,611$174,880,0006.70%
Biltmore Wealth Management, LLC 110,079$12,487,0006.45%
CUMBERLAND ADVISORS INC 147,180$16,696,0006.12%
View complete list of SELECT SECTOR SPDR TR shareholders