American Institute for Advanced Investment Management, LLP - 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
American Institute for Advanced Investment Management, LLP ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,933,102
-8.1%
14,746
-6.9%
1.79%
-2.6%
Q2 2023$2,102,441
+22.7%
15,840
+14.0%
1.84%
+0.6%
Q1 2023$1,714,118
-26.0%
13,894
-18.5%
1.83%
-13.7%
Q4 2022$2,316,097
+14.7%
17,049
+2.2%
2.12%
+12.2%
Q3 2022$2,019,000
+64.7%
16,675
+74.4%
1.89%
+75.6%
Q2 2022$1,226,000
-8.7%
9,560
-2.5%
1.07%
+10.2%
Q1 2022$1,343,000
-8.5%
9,805
-5.9%
0.98%
-1.3%
Q4 2021$1,467,000
+9.9%
10,415
-0.7%
0.99%
+4.4%
Q3 2021$1,335,000
-2.7%
10,490
-3.7%
0.95%
-2.2%
Q2 2021$1,372,000
-26.7%
10,890
-32.1%
0.97%
-32.3%
Q1 2021$1,871,000
-2.7%
16,031
-5.4%
1.43%
-7.6%
Q4 2020$1,922,000
+6.7%
16,940
-0.8%
1.54%
-4.6%
Q3 2020$1,802,000
-0.6%
17,080
-5.7%
1.62%
-5.4%
Q2 2020$1,813,000
+14.5%
18,115
+1.3%
1.71%
-0.4%
Q1 2020$1,584,000
-8.3%
17,879
+5.5%
1.72%
+3.1%
Q4 2019$1,727,000–16,954–1.67%–
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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