CASTLE WEALTH MANAGEMENT LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,449 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$290,062
-3.2%
2,253
-0.2%
0.21%
-1.0%
Q2 2023$299,698
-5.6%
2,258
-7.9%
0.21%
-15.0%
Q1 2023$317,433
-8.6%
2,452
-4.1%
0.25%
+12.3%
Q4 2022$347,472
+13.6%
2,558
+1.1%
0.22%
+17.7%
Q3 2022$306,000
+17.7%
2,531
+24.8%
0.19%
+23.2%
Q2 2022$260,0002,0280.15%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 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