TrueWealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,482 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$536,556
+8.8%
4,168
+12.2%
0.23%
+11.9%
Q2 2023$493,041
+7.5%
3,715
+4.9%
0.20%
+5.2%
Q1 2023$458,478
-6.9%
3,541
-2.3%
0.19%
-10.7%
Q4 2022$492,555
+19.8%
3,626
+6.9%
0.22%
+10.3%
Q3 2022$411,000
+0.7%
3,393
+6.5%
0.20%
+2.6%
Q2 2022$408,000
-11.3%
3,185
-2.4%
0.19%
-7.8%
Q1 2022$460,0000.0%3,2630.0%0.21%0.0%
Q4 2021$460,000
+17.6%
3,263
+6.3%
0.21%
-6.4%
Q3 2021$391,000
+39.1%
3,071
+33.3%
0.22%
+20.2%
Q1 2021$281,0002,3030.18%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 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