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 2023 | $446,026 | -1.3% | 3,465 | +1.8% | 0.02% | +5.3% |
| Q2 2023 | $451,734 | -2.2% | 3,403 | -4.7% | 0.02% | -9.5% |
| Q1 2023 | $462,021 | +48380.7% | 3,569 | -49.1% | 0.02% | -19.2% |
| Q4 2022 | $953 | -99.8% | 7,012 | +98.3% | 0.03% | -10.3% |
| Q3 2022 | $428,000 | +76.9% | 3,536 | +87.3% | 0.03% | +61.1% |
| Q2 2022 | $242,000 | -50.7% | 1,888 | -47.3% | 0.02% | -33.3% |
| Q1 2022 | $491,000 | -6.5% | 3,581 | -3.9% | 0.03% | 0.0% |
| Q4 2021 | $525,000 | +2.5% | 3,726 | -7.3% | 0.03% | -3.6% |
| Q3 2021 | $512,000 | +1.2% | 4,018 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $506,000 | -6.3% | 4,015 | -13.2% | 0.03% | -12.5% |
| Q1 2021 | $540,000 | +28.0% | 4,623 | +24.4% | 0.03% | +23.1% |
| Q4 2020 | $422,000 | +8.8% | 3,716 | +1.0% | 0.03% | -7.1% |
| Q3 2020 | $388,000 | -24.5% | 3,681 | -28.3% | 0.03% | -26.3% |
| Q2 2020 | $514,000 | +19.5% | 5,136 | +5.8% | 0.04% | -9.5% |
| Q1 2020 | $430,000 | – | 4,855 | – | 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% |