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 | $494,000 | -2.9% | 3,837 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $509,000 | +2.4% | 3,837 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $497,000 | -4.6% | 3,837 | 0.0% | 0.03% | -8.3% |
| Q4 2022 | $521,000 | +12.0% | 3,837 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $465,000 | +38.8% | 3,837 | +46.7% | 0.04% | +50.0% |
| Q2 2022 | $335,000 | -6.4% | 2,615 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $358,000 | -2.7% | 2,615 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $368,000 | +10.5% | 2,615 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $333,000 | +1.2% | 2,615 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $329,000 | +7.9% | 2,615 | 0.0% | 0.02% | +4.5% |
| Q1 2021 | $305,000 | +2.7% | 2,615 | 0.0% | 0.02% | -8.3% |
| Q4 2020 | $297,000 | +17.4% | 2,615 | +8.9% | 0.02% | +9.1% |
| Q3 2020 | $253,000 | -14.8% | 2,402 | -18.9% | 0.02% | -24.1% |
| Q2 2020 | $297,000 | +13.4% | 2,963 | 0.0% | 0.03% | -12.1% |
| Q1 2020 | $262,000 | -13.2% | 2,963 | 0.0% | 0.03% | +10.0% |
| Q4 2019 | $302,000 | – | 2,963 | – | 0.03% | – |
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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% |