GoalVest Advisory LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,446 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
GoalVest Advisory LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2022$2,469,889
+17.0%
18,181
+4.3%
1.59%
+7.7%
Q3 2022$2,111,000
-8.3%
17,434
-2.3%
1.48%
+1.5%
Q2 2022$2,301,000
+3.6%
17,845
+10.1%
1.46%
+16.5%
Q1 2022$2,220,00016,2081.25%
Q2 2021$000.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
AGF Investments LLC 944,340$107,126,00012.72%
Main Management ETF Advisors, LLC 582,470$66,075,00010.34%
NIPPON LIFE INSURANCE CO 4,362,561$494,889,00010.27%
Annex Advisory Services, LLC 742,687$84,250,0008.25%
Conservest Capital Advisors, Inc. 508,795$57,718,0006.92%
Altus Wealth Management, LLC 77,885$8,835,0006.86%
Beaumont Capital Management, LLC 59,511$6,751,0006.75%
Swan Global Investments, LLC 1,541,611$174,880,0006.70%
Biltmore Wealth Management, LLC 110,079$12,487,0006.45%
CUMBERLAND ADVISORS INC 147,180$16,696,0006.12%
View complete list of SELECT SECTOR SPDR TR shareholders