SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,087 | +3.9% | 8,443 | +7.1% | 0.50% | +7.1% |
| Q2 2023 | $1,046 | +2.2% | 7,882 | -0.3% | 0.47% | -4.1% |
| Q1 2023 | $1,023 | -14.8% | 7,905 | -10.6% | 0.49% | -18.3% |
| Q4 2022 | $1,201 | -99.9% | 8,838 | -2.2% | 0.60% | -4.8% |
| Q3 2022 | $1,094,000 | -6.1% | 9,035 | -0.6% | 0.63% | -19.9% |
| Q2 2022 | $1,165,000 | +4.1% | 9,085 | +11.2% | 0.78% | +31.8% |
| Q1 2022 | $1,119,000 | +15.5% | 8,170 | +18.8% | 0.59% | +27.5% |
| Q4 2021 | $969,000 | +30.8% | 6,880 | +18.3% | 0.47% | -8.3% |
| Q3 2021 | $741,000 | – | 5,818 | – | 0.51% | – |
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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% |