SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $388,000 | -5.6% | 3,207 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $411,000 | -0.5% | 3,207 | +6.3% | 0.03% | +23.1% |
| Q1 2022 | $413,000 | -4.6% | 3,016 | -1.9% | 0.03% | +13.0% |
| Q4 2021 | $433,000 | +10.7% | 3,073 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $391,000 | +2.9% | 3,073 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $380,000 | +7.6% | 3,020 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $353,000 | -7.3% | 3,020 | -10.1% | 0.02% | -11.1% |
| Q4 2020 | $381,000 | +29.2% | 3,361 | +20.1% | 0.03% | +12.5% |
| Q3 2020 | $295,000 | +5.4% | 2,799 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $280,000 | -6.7% | 2,799 | -17.3% | 0.03% | -27.8% |
| Q1 2020 | $300,000 | -27.0% | 3,384 | -16.2% | 0.04% | -18.2% |
| Q4 2019 | $411,000 | +45.7% | 4,038 | +28.8% | 0.04% | +37.5% |
| Q3 2019 | $282,000 | +0.4% | 3,134 | +3.3% | 0.03% | -3.0% |
| Q2 2019 | $281,000 | +3.7% | 3,034 | -22.8% | 0.03% | -21.4% |
| Q4 2016 | $271,000 | – | 3,932 | – | 0.04% | – |
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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% |