Charter Oak Capital Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$415,651
-3.0%
3,229
+0.0%
0.06%
-1.8%
Q2 2023$428,479
-0.1%
3,228
-2.6%
0.06%
-6.7%
Q1 2023$429,004
-4.7%
3,314
+0.0%
0.06%
-10.4%
Q4 2022$450,128
+147.3%
3,313
+133.6%
0.07%
+168.0%
Q2 2022$182,000
-9.0%
1,418
-2.9%
0.02%
+4.2%
Q1 2022$200,000
+3.1%
1,461
+6.3%
0.02%
+4.3%
Q4 2021$194,000
+8.4%
1,374
-2.3%
0.02%
+4.5%
Q3 2021$179,000
+1.1%
1,406
+0.1%
0.02%
-4.3%
Q2 2021$177,000
+6.0%
1,405
-2.1%
0.02%0.0%
Q1 2021$167,000
+3.7%
1,435
+1.1%
0.02%
-4.2%
Q4 2020$161,0001,4190.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
NIPPON LIFE INSURANCE CO 5,206,929$521,943,00011.82%
Main Management ETF Advisors, LLC 599,760$60,018,00011.33%
Florin Court Capital LLP 75,400$7,545,00010.89%
Miller Investment Management, LP 335,865$33,610,0009.88%
AGF Investments LLC 945,054$94,572,0009.61%
Annex Advisory Services, LLC 681,616$68,209,0009.51%
Optimum Quantvest Corp 44,715$4,475,0009.13%
Altus Wealth Management, LLC 77,341$7,739,0008.62%
Camarda Financial Advisors, LLC 58,740$5,878,0008.22%
Advisors Preferred, LLC 280,739$28,310,0007.90%
View complete list of SELECT SECTOR SPDR TR shareholders