Cassaday & Co Wealth Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,607 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Cassaday & Co Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$850,597
-2.4%
5,836
-1.0%
0.03%
-3.6%
Q1 2024$871,164
+14.9%
5,897
+6.1%
0.03%
+7.7%
Q4 2023$758,273
+17.7%
5,560
+11.1%
0.03%
-3.7%
Q3 2023$644,215
+11.8%
5,004
+15.2%
0.03%
+17.4%
Q2 2023$576,447
-8.4%
4,343
-10.6%
0.02%
-14.8%
Q1 2023$629,176
+2.4%
4,860
+7.4%
0.03%
-3.6%
Q4 2022$614,7214,5250.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
NameSharesValueWeighting ↓
Optimum Quantvest Corp 342,378$30,859,00018.88%
TLP GROUP LLC 12,000$1,082,00016.37%
Mizuho Trust & Banking Co., Ltd. 320,000$28,842,00013.37%
TIFF ADVISORY SERVICES, LLC 163,258$14,714,00011.23%
Wechter Feldman Wealth Management, Inc. 146,668$13,219,0008.34%
FIFTH THIRD SECURITIES, INC. 69,754$5,243,0007.56%
Biltmore Wealth Management, LLC 169,596$15,286,0007.46%
Hochman Cole Investment Advisors, Inc. 129,816$11,700,0007.31%
Annex Advisory Services, LLC 582,319$52,484,0007.05%
Miller Investment Management, LP 342,529$30,872,0007.02%
View complete list of SELECT SECTOR SPDR TR shareholders