SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,059 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,020 | -8.6% | 2,891 | -5.8% | 0.07% | -8.3% |
| Q2 2023 | $407,217 | +6.9% | 3,068 | +4.2% | 0.07% | -2.7% |
| Q1 2023 | $381,000 | +4.9% | 2,943 | +10.1% | 0.07% | -3.9% |
| Q4 2022 | $363,127 | +12.4% | 2,673 | +0.3% | 0.08% | 0.0% |
| Q3 2022 | $323,000 | -1.5% | 2,666 | +4.3% | 0.08% | -1.3% |
| Q2 2022 | $328,000 | -6.6% | 2,556 | 0.0% | 0.08% | +11.4% |
| Q1 2022 | $351,000 | -2.5% | 2,556 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $360,000 | +10.8% | 2,556 | 0.0% | 0.07% | -28.7% |
| Q3 2021 | $325,000 | +0.9% | 2,556 | 0.0% | 0.10% | +6.3% |
| Q2 2021 | $322,000 | +31.4% | 2,556 | +18.1% | 0.10% | -1.0% |
| Q4 2020 | $245,000 | +16.7% | 2,164 | +9.0% | 0.10% | -12.7% |
| Q3 2020 | $210,000 | – | 1,985 | – | 0.11% | – |
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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% |