Concord Wealth Partners - 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
Concord Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$122,642
-10.7%
953
-7.9%
0.03%
-13.3%
Q2 2023$137,312
+52.3%
1,035
+48.7%
0.03%
+15.4%
Q1 2023$90,157
-56.0%
696
-53.9%
0.03%
-58.1%
Q4 2022$205,048
+29.0%
1,509
+21.8%
0.06%
+40.9%
Q2 2022$159,000
-6.5%
1,239
+0.1%
0.04%0.0%
Q1 2022$170,0000.0%1,238
+2.8%
0.04%
+4.8%
Q4 2021$170,000
+400.0%
1,204
+349.3%
0.04%
+200.0%
Q3 2021$34,000
-44.3%
268
-44.9%
0.01%
-17.6%
Q2 2021$61,000
-41.3%
486
-45.5%
0.02%
-51.4%
Q1 2021$104,000
+593.3%
891
+580.2%
0.04%
+191.7%
Q4 2020$15,0001310.01%
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