SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,607 | -3.0% | 4,875 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $647,059 | +2.5% | 4,875 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $631,117 | -2.9% | 4,875 | +1.8% | 0.01% | -9.1% |
| Q4 2022 | $650,000 | -25.3% | 4,787 | -33.4% | 0.01% | -31.2% |
| Q3 2022 | $870,000 | -5.6% | 7,187 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $922,000 | -7.6% | 7,187 | -1.4% | 0.02% | +14.3% |
| Q1 2022 | $998,000 | -1.5% | 7,288 | +1.4% | 0.01% | 0.0% |
| Q4 2021 | $1,013,000 | +13.6% | 7,187 | +2.5% | 0.01% | 0.0% |
| Q3 2021 | $892,000 | +1.0% | 7,010 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $883,000 | +7.9% | 7,010 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $818,000 | +2.9% | 7,010 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $795,000 | +7.6% | 7,010 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $739,000 | +5.4% | 7,010 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $701,000 | +5.7% | 7,010 | -6.3% | 0.02% | -11.8% |
| Q1 2020 | $663,000 | – | 7,480 | – | 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% |