Rockbridge Investment Management, LCC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,059 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.6%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$250,000
+16.8%
1,776
+5.8%
0.04%
+5.7%
Q3 2021$214,000
+1.4%
1,6790.0%0.04%
-2.8%
Q2 2021$211,000
+7.7%
1,6790.0%0.04%
-2.7%
Q1 2021$196,000
+3.2%
1,6790.0%0.04%
-5.1%
Q4 2020$190,000
+7.3%
1,6790.0%0.04%
-7.1%
Q3 2020$177,000
+5.4%
1,6790.0%0.04%
-4.5%
Q2 2020$168,0001,6790.04%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
NameSharesValueWeighting ↓
SWISS RE LTD 1,600,000$219,184,00038.54%
Tairen Capital Ltd 1,290,392$176,771,00022.42%
Granite Bay Wealth Management, LLC 113,069$15,489,00012.55%
AGF Investments LLC 959,452$131,435,00010.98%
Main Management ETF Advisors, LLC 857,500$117,469,00010.91%
Florin Court Capital LLP 70,000$9,589,0009.29%
WestEnd Advisors, LLC 2,413,173$330,580,661,0008.88%
Biltmore Wealth Management, LLC 153,228$20,991,0008.16%
Conservest Capital Advisors, Inc. 532,824$72,992,0008.09%
Advocacy Wealth Management Services, LLC 315,943$43,602,0007.58%
View complete list of SELECT SECTOR SPDR TR shareholders