SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,359 | +2.5% | 1,615 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $209,078 | -4.7% | 1,615 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $219,398 | -7.8% | 1,615 | -12.8% | 0.01% | -10.0% |
| Q2 2022 | $238,000 | +0.8% | 1,852 | +7.4% | 0.01% | +11.1% |
| Q1 2022 | $236,000 | +8.3% | 1,724 | +11.5% | 0.01% | 0.0% |
| Q4 2021 | $218,000 | +6.3% | 1,546 | -4.1% | 0.01% | 0.0% |
| Q3 2021 | $205,000 | +1.5% | 1,612 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $202,000 | -2.9% | 1,603 | -26.8% | 0.01% | -47.1% |
| Q3 2018 | $208,000 | -7.6% | 2,191 | -18.9% | 0.02% | -15.0% |
| Q2 2018 | $225,000 | -13.5% | 2,700 | -15.5% | 0.02% | -9.1% |
| Q1 2018 | $260,000 | -1.9% | 3,195 | -0.5% | 0.02% | -8.3% |
| Q4 2017 | $265,000 | -2.2% | 3,211 | -3.0% | 0.02% | +14.3% |
| Q3 2017 | $271,000 | +3.4% | 3,310 | 0.0% | 0.02% | -4.5% |
| Q2 2017 | $262,000 | +21.9% | 3,310 | +14.7% | 0.02% | +15.8% |
| Q1 2017 | $215,000 | – | 2,887 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 151,893 | $19,554,701 | 15.13% |
| Yelin Lapidot Holdings Management Ltd. | 180,426 | $22,048,386 | 13.11% |
| WestEnd Advisors, LLC | 3,340,501 | $430,055,998 | 12.93% |
| Biltmore Wealth Management, LLC | 158,153 | $20,360,570 | 9.83% |
| Granite Bay Wealth Management, LLC | 7,242,699 | $961,905 | 9.44% |
| Conservest Capital Advisors, Inc. | 556,312 | $71,619,654 | 8.64% |
| J.Safra Asset Management Corp | 455,172 | $58,598,843 | 8.54% |
| Advocacy Wealth Management Services, LLC | 559,897 | $72,081,150 | 8.02% |
| MBB PUBLIC MARKETS I LLC | 1,008,446 | $129,827,338 | 7.86% |
| CTC Alternative Strategies, Ltd. | 31,900 | $4,106,806 | 7.75% |