Crown Wealth Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 39 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Crown Wealth Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$410,294
-19.4%
3,187
-16.9%
0.31%
-23.2%
Q2 2023$508,887
-84.6%
3,834
-85.0%
0.40%
-85.5%
Q1 2023$3,308,040
-31.2%
25,553
-27.8%
2.77%
-38.7%
Q4 2022$4,810,802
+35.1%
35,413
+20.4%
4.52%
+23.8%
Q3 2022$3,562,000
+116.8%
29,409
+129.6%
3.65%
+145.1%
Q2 2022$1,643,000
+14.3%
12,811
+22.1%
1.49%
+48.7%
Q1 2022$1,438,000
+9.6%
10,495
+12.7%
1.00%
-17.7%
Q4 2021$1,312,0009,3141.22%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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