SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,005 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,308,887 | +6.1% | 9,861 | +3.5% | 0.20% | 0.0% |
| Q1 2023 | $1,233,594 | -30.6% | 9,529 | -27.2% | 0.20% | -32.9% |
| Q4 2022 | $1,777,516 | +15.3% | 13,084 | +2.8% | 0.30% | +9.7% |
| Q3 2022 | $1,542,000 | +8.9% | 12,728 | +23.1% | 0.27% | +32.5% |
| Q1 2022 | $1,416,000 | -9.8% | 10,336 | -7.2% | 0.20% | -4.2% |
| Q4 2021 | $1,569,000 | -16.5% | 11,135 | -24.6% | 0.21% | -22.3% |
| Q3 2021 | $1,879,000 | +50.3% | 14,761 | +48.8% | 0.27% | +51.7% |
| Q2 2021 | $1,250,000 | +3.4% | 9,922 | -4.2% | 0.18% | -4.8% |
| Q1 2021 | $1,209,000 | +1.9% | 10,354 | -1.0% | 0.19% | -13.7% |
| Q4 2020 | $1,186,000 | +6.6% | 10,454 | -0.9% | 0.22% | -10.6% |
| Q3 2020 | $1,113,000 | -35.9% | 10,554 | -39.2% | 0.24% | -38.6% |
| Q2 2020 | $1,736,000 | +105.7% | 17,351 | +82.2% | 0.40% | +72.7% |
| Q1 2020 | $844,000 | -13.6% | 9,524 | -0.7% | 0.23% | +9.5% |
| Q4 2019 | $977,000 | -5.2% | 9,594 | -16.1% | 0.21% | -12.4% |
| Q3 2019 | $1,031,000 | -61.7% | 11,435 | -60.6% | 0.24% | -52.0% |
| Q2 2019 | $2,692,000 | +57.5% | 29,054 | +55.9% | 0.50% | +72.5% |
| Q1 2019 | $1,709,000 | +2.8% | 18,633 | -3.0% | 0.29% | -8.5% |
| Q4 2018 | $1,662,000 | -0.8% | 19,215 | +9.2% | 0.32% | +16.5% |
| Q3 2018 | $1,675,000 | +14.2% | 17,600 | +0.1% | 0.27% | +4.2% |
| Q2 2018 | $1,467,000 | +2.7% | 17,579 | +0.1% | 0.26% | -6.1% |
| Q1 2018 | $1,429,000 | +4.8% | 17,558 | +6.4% | 0.28% | +22.4% |
| Q4 2017 | $1,364,000 | -1.9% | 16,507 | -3.0% | 0.23% | -7.7% |
| Q3 2017 | $1,390,000 | +14.1% | 17,010 | +10.7% | 0.25% | +13.3% |
| Q2 2017 | $1,218,000 | +8.3% | 15,363 | +1.6% | 0.22% | +9.5% |
| Q1 2017 | $1,125,000 | +61.9% | 15,127 | +50.1% | 0.20% | +22.1% |
| Q4 2016 | $695,000 | -2.7% | 10,077 | +1.8% | 0.16% | -15.1% |
| Q3 2016 | $714,000 | -0.4% | 9,902 | -1.0% | 0.19% | -5.0% |
| Q2 2016 | $717,000 | +5.8% | 10,001 | +0.1% | 0.20% | -16.5% |
| Q1 2016 | $678,000 | -3.4% | 9,996 | +2.6% | 0.24% | -13.9% |
| Q4 2015 | $702,000 | -3.3% | 9,746 | -11.1% | 0.28% | -8.2% |
| Q3 2015 | $726,000 | -11.0% | 10,964 | 0.0% | 0.31% | +4.4% |
| Q2 2015 | $816,000 | +3.4% | 10,964 | +0.8% | 0.29% | -4.2% |
| Q1 2015 | $789,000 | +8.4% | 10,877 | +2.1% | 0.31% | -3.8% |
| Q4 2014 | $728,000 | +41.4% | 10,652 | +32.3% | 0.32% | +26.2% |
| Q3 2014 | $515,000 | +10.8% | 8,054 | +5.3% | 0.25% | +12.5% |
| Q2 2014 | $465,000 | +2.6% | 7,652 | -1.3% | 0.22% | -17.3% |
| Q1 2014 | $453,000 | +53.6% | 7,752 | +45.7% | 0.27% | +56.6% |
| Q4 2013 | $295,000 | +5.7% | 5,319 | -3.7% | 0.17% | -3.9% |
| Q3 2013 | $279,000 | +38.1% | 5,522 | +30.1% | 0.18% | +20.8% |
| Q2 2013 | $202,000 | – | 4,244 | – | 0.15% | – |
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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% |