WealthPlan Investment Management, 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
WealthPlan Investment Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$16,414
-64.4%
124
-65.3%
0.01%
-37.5%
Q1 2023$46,170
-97.1%
357
-97.0%
0.01%
-92.7%
Q4 2022$1,567,252
+1.6%
11,732
+5.3%
0.11%
-2.7%
Q3 2022$1,543,000
+335.9%
11,143
+310.3%
0.11%
+352.0%
Q1 2022$354,0002,7160.02%
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