AXXCESS WEALTH MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,522 filers reported holding SELECT SECTOR SPDR TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.6%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$369,520
-64.0%
2,784
-64.8%
0.03%
-65.4%
Q1 2023$1,025,323
-40.5%
7,920
-37.5%
0.08%
-45.1%
Q4 2022$1,721,899
+239.6%
12,675
+202.9%
0.14%
+195.8%
Q3 2022$507,000
-55.4%
4,184
-52.8%
0.05%
-54.3%
Q2 2022$1,138,000
+92.2%
8,873
+105.2%
0.10%
+128.3%
Q1 2022$592,000
-44.5%
4,325
-42.9%
0.05%
-41.0%
Q4 2021$1,067,0007,5760.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 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