SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,181 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,942,359 | +69.8% | 22,168 | +65.6% | 0.40% | +68.5% |
Q1 2023 | $1,733,081 | +1.1% | 13,387 | +6.1% | 0.24% | +14.4% |
Q4 2022 | $1,714,155 | +9.0% | 12,618 | -2.8% | 0.21% | +7.2% |
Q3 2022 | $1,573,000 | +7.2% | 12,987 | +13.5% | 0.19% | +12.1% |
Q2 2022 | $1,468,000 | -58.8% | 11,445 | -54.8% | 0.17% | -43.3% |
Q4 2021 | $3,565,000 | +19.7% | 25,306 | +8.2% | 0.30% | +11.3% |
Q3 2021 | $2,978,000 | -2.8% | 23,397 | -3.9% | 0.27% | -1.1% |
Q2 2021 | $3,065,000 | +11.9% | 24,338 | +3.7% | 0.28% | +10.4% |
Q1 2021 | $2,740,000 | – | 23,475 | – | 0.25% | – |
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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% |