SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,209 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,053 | -15.7% | 2,051 | -13.1% | 0.03% | -13.9% |
| Q2 2023 | $313,159 | -4.4% | 2,359 | -6.8% | 0.04% | +2.9% |
| Q1 2023 | $327,727 | +98911.2% | 2,531 | +3.7% | 0.04% | 0.0% |
| Q4 2022 | $331 | -99.9% | 2,441 | +16.8% | 0.04% | +16.7% |
| Q3 2022 | $253,000 | -10.3% | 2,090 | -4.9% | 0.03% | -3.2% |
| Q2 2022 | $282,000 | -46.7% | 2,198 | -42.4% | 0.03% | +19.2% |
| Q1 2022 | $529,000 | +132.0% | 3,814 | +135.9% | 0.03% | +13.0% |
| Q4 2021 | $228,000 | +8.6% | 1,617 | -1.9% | 0.02% | -4.2% |
| Q3 2021 | $210,000 | +4.0% | 1,648 | +3.0% | 0.02% | -17.2% |
| Q2 2021 | $202,000 | – | 1,600 | – | 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% |