SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 559 filers reported holding SELECT SECTOR SPDR TR in Q1 2016. The put-call ratio across all filers is 1.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,130,494 | -3.0% | 32,084 | -0.0% | 0.46% | -1.3% |
Q2 2023 | $4,259,704 | +2.5% | 32,093 | +0.0% | 0.47% | -1.7% |
Q1 2023 | $4,153,854 | +3.0% | 32,086 | +8.1% | 0.48% | +5.5% |
Q4 2022 | $4,033,522 | +12.2% | 29,691 | 0.0% | 0.45% | -1.5% |
Q3 2022 | $3,596,000 | -7.7% | 29,691 | -2.3% | 0.46% | +1.3% |
Q2 2022 | $3,897,000 | -4.2% | 30,386 | +2.3% | 0.46% | +18.5% |
Q1 2022 | $4,067,000 | -2.8% | 29,691 | 0.0% | 0.38% | -21.8% |
Q4 2021 | $4,183,000 | +0.0% | 29,691 | -9.6% | 0.49% | +41.9% |
Q3 2021 | $4,182,000 | +11.8% | 32,851 | +10.6% | 0.35% | +16.9% |
Q2 2021 | $3,740,000 | +0.4% | 29,691 | -7.0% | 0.30% | -3.3% |
Q1 2021 | $3,726,000 | -52.0% | 31,918 | -53.4% | 0.31% | -52.5% |
Q4 2020 | $7,770,000 | -26.9% | 68,496 | -32.0% | 0.64% | -29.3% |
Q3 2020 | $10,630,000 | +2749.9% | 100,782 | +1732.4% | 0.91% | +1323.4% |
Q1 2016 | $373,000 | – | 5,500 | – | 0.06% | – |
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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% |