SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,181 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,710,241 | -3.9% | 21,052 | -0.9% | 0.10% | +1.1% |
| Q2 2023 | $2,818,791 | +3.4% | 21,237 | +0.9% | 0.09% | 0.0% |
| Q1 2023 | $2,725,139 | +0.8% | 21,050 | +5.8% | 0.09% | -4.1% |
| Q4 2022 | $2,703,419 | -22.8% | 19,900 | -31.2% | 0.10% | -25.2% |
| Q3 2022 | $3,503,000 | +30.1% | 28,928 | +40.4% | 0.13% | +31.0% |
| Q2 2022 | $2,693,000 | -4.9% | 20,605 | -0.4% | 0.10% | +11.1% |
| Q1 2022 | $2,833,000 | -4.1% | 20,683 | -1.3% | 0.09% | +2.3% |
| Q4 2021 | $2,953,000 | +15.1% | 20,958 | +4.0% | 0.09% | +7.3% |
| Q3 2021 | $2,566,000 | -2.0% | 20,158 | -3.1% | 0.08% | -2.4% |
| Q2 2021 | $2,619,000 | +2.1% | 20,793 | -5.3% | 0.08% | -2.3% |
| Q1 2021 | $2,565,000 | +0.7% | 21,968 | -2.1% | 0.09% | -5.5% |
| Q4 2020 | $2,546,000 | +2.9% | 22,443 | -4.4% | 0.09% | -10.8% |
| Q3 2020 | $2,475,000 | +3.4% | 23,468 | -1.9% | 0.10% | -3.8% |
| Q2 2020 | $2,393,000 | – | 23,918 | – | 0.11% | – |
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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% |