SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $245,152 | +82.3% | 1,847 | +77.8% | 0.01% | +60.0% |
| Q1 2023 | $134,509 | +104985.2% | 1,039 | +10.5% | 0.01% | 0.0% |
| Q4 2022 | $128 | -99.9% | 940 | +1.5% | 0.01% | 0.0% |
| Q3 2022 | $112,000 | +93.1% | 926 | +103.1% | 0.01% | +66.7% |
| Q2 2022 | $58,000 | -64.0% | 456 | -61.1% | 0.00% | -70.0% |
| Q1 2022 | $161,000 | -38.5% | 1,173 | -36.8% | 0.01% | -41.2% |
| Q4 2021 | $262,000 | +7.8% | 1,857 | -2.6% | 0.02% | 0.0% |
| Q3 2021 | $243,000 | +15.2% | 1,906 | +13.5% | 0.02% | +13.3% |
| Q2 2021 | $211,000 | +15.3% | 1,679 | +7.1% | 0.02% | +7.1% |
| Q1 2021 | $183,000 | +25.3% | 1,567 | +21.9% | 0.01% | +27.3% |
| Q4 2020 | $146,000 | +13.2% | 1,286 | +5.3% | 0.01% | +10.0% |
| Q3 2020 | $129,000 | +41.8% | 1,221 | +33.6% | 0.01% | +66.7% |
| Q2 2020 | $91,000 | – | 914 | – | 0.01% | – |
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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% |