Navis Wealth 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
Navis Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$689,577
-2.6%
5,356
+0.4%
1.00%
+53.8%
Q2 2023$708,017
+3.0%
5,334
+0.4%
0.65%
-13.9%
Q1 2023$687,725
-4.3%
5,312
+0.4%
0.75%
-26.2%
Q4 2022$718,872
+12.7%
5,292
+0.4%
1.02%
+3.7%
Q3 2022$638,000
-5.2%
5,270
+0.4%
0.98%
+36.6%
Q2 2022$673,000
-6.0%
5,248
+0.4%
0.72%
+13.5%
Q1 2022$716,000
-2.5%
5,228
+0.3%
0.64%
+2.8%
Q4 2021$734,000
+11.0%
5,212
+0.4%
0.62%
+34.1%
Q3 2021$661,000
+1.4%
5,192
+0.3%
0.46%
-15.9%
Q2 2021$652,000
+8.3%
5,174
+0.4%
0.55%
+17.6%
Q1 2021$602,000
+23.6%
5,154
+20.1%
0.47%
+5.9%
Q4 2020$487,0004,2900.44%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2023
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