SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,023 filers reported holding SELECT SECTOR SPDR TR in Q4 2019. The put-call ratio across all filers is 2.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $184 | -3.2% | 1,430 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $190 | +2.2% | 1,430 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $186 | -4.1% | 1,430 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $194 | -99.9% | 1,430 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $174,000 | -3.3% | 1,430 | +1.6% | 0.01% | 0.0% |
| Q2 2022 | $180,000 | -7.2% | 1,408 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $194,000 | -2.5% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $199,000 | +11.2% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $179,000 | +1.1% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $177,000 | +7.3% | 1,408 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $165,000 | +3.8% | 1,408 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $159,000 | +6.7% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $149,000 | +5.7% | 1,408 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $141,000 | +12.8% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $125,000 | -12.6% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $143,000 | +10.9% | 1,408 | -1.5% | 0.01% | 0.0% |
| Q3 2019 | $129,000 | -3.0% | 1,430 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $133,000 | +1.5% | 1,430 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $131,000 | +5.6% | 1,430 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $124,000 | -8.8% | 1,430 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $136,000 | +12.4% | 1,430 | -1.7% | 0.02% | +7.1% |
| Q2 2018 | $121,000 | +2.5% | 1,455 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $118,000 | -1.7% | 1,455 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $120,000 | +0.8% | 1,455 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $119,000 | +3.5% | 1,455 | 0.0% | 0.02% | -5.9% |
| Q2 2017 | $115,000 | +6.5% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $108,000 | +8.0% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $100,000 | -3.8% | 1,455 | 0.0% | 0.02% | -10.5% |
| Q3 2016 | $104,000 | 0.0% | 1,455 | 0.0% | 0.02% | -5.0% |
| Q2 2016 | $104,000 | +6.1% | 1,455 | 0.0% | 0.02% | +5.3% |
| Q1 2016 | $98,000 | -5.8% | 1,455 | 0.0% | 0.02% | -9.5% |
| Q4 2015 | $104,000 | +8.3% | 1,455 | 0.0% | 0.02% | +5.0% |
| Q3 2015 | $96,000 | -22.0% | 1,455 | -12.1% | 0.02% | -16.7% |
| Q2 2015 | $123,000 | +2.5% | 1,655 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $120,000 | +5.3% | 1,655 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $114,000 | +7.5% | 1,655 | 0.0% | 0.02% | +14.3% |
| Q3 2014 | $106,000 | +5.0% | 1,655 | 0.0% | 0.02% | +5.0% |
| Q2 2014 | $101,000 | +4.1% | 1,655 | 0.0% | 0.02% | +5.3% |
| Q1 2014 | $97,000 | +5.4% | 1,655 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $92,000 | +9.5% | 1,655 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $84,000 | +21.7% | 1,655 | +13.7% | 0.02% | +11.8% |
| Q2 2013 | $69,000 | – | 1,455 | – | 0.02% | – |
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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% |