SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $135 | +2.3% | 1,019 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $132 | +36.1% | 1,019 | +43.3% | 0.01% | +37.5% |
| Q4 2022 | $97 | -99.9% | 711 | +10.4% | 0.01% | +14.3% |
| Q3 2022 | $78,000 | +14.7% | 644 | +21.5% | 0.01% | +16.7% |
| Q2 2022 | $68,000 | -6.8% | 530 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $73,000 | -54.4% | 530 | -53.3% | 0.01% | -45.5% |
| Q4 2021 | $160,000 | +11.1% | 1,134 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $144,000 | +89.5% | 1,134 | +87.7% | 0.01% | +100.0% |
| Q2 2021 | $76,000 | -19.1% | 604 | -24.9% | 0.01% | -25.0% |
| Q1 2021 | $94,000 | +3.3% | 804 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $91,000 | +7.1% | 804 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $85,000 | +6.2% | 804 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $80,000 | +12.7% | 804 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $71,000 | -65.2% | 804 | -59.9% | 0.01% | -58.3% |
| Q4 2019 | $204,000 | +87.2% | 2,004 | +64.9% | 0.02% | +71.4% |
| Q3 2019 | $109,000 | +118.0% | 1,215 | +126.7% | 0.01% | +100.0% |
| Q2 2019 | $50,000 | +117.4% | 536 | +116.1% | 0.01% | +133.3% |
| Q1 2019 | $23,000 | +15.0% | 248 | +2.1% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | – | 243 | – | 0.00% | – |
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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% |