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 2022 | $553,000 | +1.5% | 4,564 | +7.5% | 0.03% | 0.0% |
| Q2 2022 | $545,000 | +31.3% | 4,247 | +40.3% | 0.03% | +44.4% |
| Q1 2022 | $415,000 | +24.3% | 3,027 | +27.5% | 0.02% | +12.5% |
| Q4 2021 | $334,000 | +10.6% | 2,374 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $302,000 | +4.1% | 2,374 | +3.1% | 0.02% | 0.0% |
| Q2 2021 | $290,000 | +4.3% | 2,303 | -3.2% | 0.02% | -10.5% |
| Q1 2021 | $278,000 | -11.2% | 2,379 | -13.7% | 0.02% | -13.6% |
| Q4 2020 | $313,000 | +7.6% | 2,756 | 0.0% | 0.02% | -4.3% |
| Q3 2020 | $291,000 | -4.0% | 2,756 | -9.1% | 0.02% | -8.0% |
| Q2 2020 | $303,000 | -49.0% | 3,031 | -54.8% | 0.02% | -56.1% |
| Q1 2020 | $594,000 | +63.6% | 6,707 | +88.2% | 0.06% | +103.6% |
| Q4 2019 | $363,000 | +14.5% | 3,563 | +1.2% | 0.03% | +7.7% |
| Q3 2019 | $317,000 | -11.2% | 3,522 | -8.7% | 0.03% | -13.3% |
| Q2 2019 | $357,000 | +10.2% | 3,858 | +9.4% | 0.03% | -3.2% |
| Q1 2019 | $324,000 | +12.1% | 3,528 | +17.1% | 0.03% | +3.3% |
| Q4 2018 | $289,000 | +0.7% | 3,013 | 0.0% | 0.03% | +20.0% |
| Q3 2018 | $287,000 | +14.3% | 3,013 | 0.0% | 0.02% | +8.7% |
| Q2 2018 | $251,000 | +6.8% | 3,013 | +4.6% | 0.02% | +4.5% |
| Q1 2018 | $235,000 | -1.7% | 2,881 | -0.4% | 0.02% | 0.0% |
| Q4 2017 | $239,000 | -2.8% | 2,894 | -3.8% | 0.02% | -12.0% |
| Q3 2017 | $246,000 | +3.4% | 3,008 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $238,000 | -28.3% | 3,008 | -38.7% | 0.02% | -39.0% |
| Q1 2016 | $332,000 | +55.9% | 4,905 | +66.0% | 0.04% | +51.9% |
| Q4 2015 | $213,000 | +1.4% | 2,955 | -6.8% | 0.03% | -6.9% |
| Q3 2015 | $210,000 | -41.8% | 3,171 | -34.7% | 0.03% | -35.6% |
| Q2 2015 | $361,000 | +4.9% | 4,854 | +2.2% | 0.04% | +4.7% |
| Q1 2015 | $344,000 | -5.2% | 4,749 | -10.4% | 0.04% | -4.4% |
| Q4 2014 | $363,000 | +5.8% | 5,303 | -1.2% | 0.04% | 0.0% |
| Q3 2014 | $343,000 | +3.3% | 5,368 | -1.6% | 0.04% | +4.7% |
| Q2 2014 | $332,000 | +4.1% | 5,453 | 0.0% | 0.04% | +2.4% |
| Q1 2014 | $319,000 | +2.9% | 5,453 | -2.5% | 0.04% | -4.5% |
| Q4 2013 | $310,000 | +6.2% | 5,593 | -2.9% | 0.04% | -4.3% |
| Q3 2013 | $292,000 | +6.6% | 5,763 | 0.0% | 0.05% | 0.0% |
| Q2 2013 | $274,000 | – | 5,763 | – | 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% |