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 | $326,036 | +97224.2% | 2,533 | +0.2% | 0.05% | -1.9% |
| Q2 2023 | $335 | +5.3% | 2,528 | +3.1% | 0.05% | 0.0% |
| Q1 2023 | $318 | -8.1% | 2,453 | -3.7% | 0.05% | -14.3% |
| Q4 2022 | $346 | -99.9% | 2,548 | +3.6% | 0.06% | +8.6% |
| Q3 2022 | $298,000 | -5.7% | 2,460 | -0.2% | 0.06% | -3.3% |
| Q2 2022 | $316,000 | -8.9% | 2,465 | -2.8% | 0.06% | +9.1% |
| Q1 2022 | $347,000 | -7.0% | 2,535 | -4.1% | 0.06% | +1.9% |
| Q4 2021 | $373,000 | +10.4% | 2,644 | -0.4% | 0.05% | +1.9% |
| Q3 2021 | $338,000 | +1.2% | 2,654 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $334,000 | +7.4% | 2,654 | -0.3% | 0.05% | +1.9% |
| Q1 2021 | $311,000 | +3.3% | 2,662 | +0.4% | 0.05% | -3.7% |
| Q4 2020 | $301,000 | +7.9% | 2,652 | +0.2% | 0.05% | -3.6% |
| Q3 2020 | $279,000 | +2.2% | 2,647 | -2.9% | 0.06% | -6.7% |
| Q2 2020 | $273,000 | +16.2% | 2,727 | +2.8% | 0.06% | -4.8% |
| Q1 2020 | $235,000 | -14.9% | 2,653 | -1.9% | 0.06% | +6.8% |
| Q4 2019 | $276,000 | +17.9% | 2,705 | +4.2% | 0.06% | +9.3% |
| Q3 2019 | $234,000 | -1.7% | 2,595 | +1.2% | 0.05% | -1.8% |
| Q2 2019 | $238,000 | +12.3% | 2,565 | +11.1% | 0.06% | +5.8% |
| Q1 2019 | $212,000 | – | 2,309 | – | 0.05% | – |
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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% |