SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,209 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $482,000 | +10.8% | 3,418 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $435,000 | -1.4% | 3,418 | -2.5% | 0.10% | +1.0% |
| Q2 2021 | $441,000 | +7.8% | 3,505 | 0.0% | 0.10% | -4.0% |
| Q1 2021 | $409,000 | +2.8% | 3,505 | 0.0% | 0.10% | -1.0% |
| Q4 2020 | $398,000 | +1.8% | 3,505 | -5.5% | 0.10% | -6.5% |
| Q3 2020 | $391,000 | +5.4% | 3,710 | 0.0% | 0.11% | +0.9% |
| Q2 2020 | $371,000 | +12.8% | 3,710 | 0.0% | 0.11% | -4.5% |
| Q1 2020 | $329,000 | -15.6% | 3,710 | -3.2% | 0.11% | -3.4% |
| Q4 2019 | $390,000 | +13.0% | 3,832 | 0.0% | 0.12% | +8.4% |
| Q3 2019 | $345,000 | +35.8% | 3,832 | +39.5% | 0.11% | +32.1% |
| Q2 2019 | $254,000 | -17.3% | 2,747 | -17.9% | 0.08% | -25.7% |
| Q1 2019 | $307,000 | +29.0% | 3,347 | +21.8% | 0.11% | +12.4% |
| Q4 2018 | $238,000 | +13.9% | 2,747 | +25.0% | 0.10% | +24.4% |
| Q3 2018 | $209,000 | +2.0% | 2,197 | -10.5% | 0.08% | -4.9% |
| Q2 2018 | $205,000 | – | 2,454 | – | 0.08% | – |
Download | ||||||
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% |