Flagship Private Wealth, LLC - 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
Flagship Private Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,969,913
+6.8%
23,069
+10.1%
2.62%
+13.6%
Q2 2023$2,780,062
+6.4%
20,945
+3.7%
2.30%
-1.5%
Q1 2023$2,613,981
+0.5%
20,191
+5.5%
2.34%
-3.9%
Q4 2022$2,600,389
+32.4%
19,142
+18.0%
2.43%
+19.9%
Q3 2022$1,964,000
-1.3%
16,219
+4.6%
2.03%
+5.0%
Q2 2022$1,989,000
-1.9%
15,507
+4.8%
1.93%
+16.1%
Q1 2022$2,027,000
-1.2%
14,794
+1.6%
1.66%
+10.9%
Q4 2021$2,051,000
+18.1%
14,559
+6.7%
1.50%
+8.1%
Q3 2021$1,736,000
-99.9%
13,641
+5.9%
1.39%
+9.7%
Q2 2021$1,661,718,000
+12.2%
12,883
+2.0%
1.26%
+2.2%
Q1 2021$1,480,929,000
+30.0%
12,635
+26.8%
1.24%
+16.8%
Q4 2020$1,139,485,0009,9661.06%
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