Key Client Fiduciary Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,521 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.6%.

Quarter-by-quarter ownership
Key Client Fiduciary Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$706,615
+0.1%
4,848
+1.4%
0.35%
-6.4%
Q1 2024$706,013
+2.4%
4,779
-5.5%
0.38%
-6.2%
Q4 2023$689,481
+6.9%
5,056
+0.9%
0.40%
+1.3%
Q3 2023$644,840
-11.7%
5,009
-9.0%
0.40%
-7.1%
Q2 2023$730,358
-10.2%
5,503
-12.4%
0.42%
-16.2%
Q1 2023$813,198
+11.6%
6,281
+17.1%
0.51%
+3.0%
Q4 2022$728,664
+48.4%
5,364
+32.2%
0.49%
+10.8%
Q3 2022$491,000
-3.7%
4,057
+2.0%
0.44%
-10.7%
Q2 2022$510,000
-3.2%
3,978
+3.3%
0.50%
+19.5%
Q1 2022$527,000
+18.2%
3,850
+21.6%
0.42%
+13.0%
Q4 2021$446,0003,1660.37%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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