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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $175,730 | +7.9% | 1,365 | +11.2% | 0.01% | +25.0% |
| Q2 2023 | $162,860 | -18.6% | 1,227 | -20.6% | 0.00% | -33.3% |
| Q1 2023 | $200,145 | +87299.6% | 1,546 | -8.4% | 0.01% | -14.3% |
| Q4 2022 | $229 | -99.9% | 1,688 | +21.9% | 0.01% | +40.0% |
| Q3 2022 | $168,000 | -3.4% | 1,385 | +2.3% | 0.01% | 0.0% |
| Q2 2022 | $174,000 | -5.9% | 1,354 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $185,000 | -2.1% | 1,354 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $189,000 | +27.7% | 1,338 | +15.0% | 0.00% | 0.0% |
| Q3 2021 | $148,000 | +1.4% | 1,163 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $146,000 | -15.6% | 1,163 | -21.4% | 0.00% | -20.0% |
| Q1 2021 | $173,000 | +7.5% | 1,480 | +4.0% | 0.01% | 0.0% |
| Q4 2020 | $161,000 | -25.1% | 1,423 | -30.2% | 0.01% | -44.4% |
| Q3 2020 | $215,000 | +77.7% | 2,040 | +69.0% | 0.01% | +80.0% |
| Q2 2020 | $121,000 | +14.2% | 1,207 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $106,000 | -25.9% | 1,200 | -14.3% | 0.01% | 0.0% |
| Q4 2019 | $143,000 | -24.7% | 1,400 | -30.0% | 0.01% | -28.6% |
| Q3 2018 | $190,000 | -9.5% | 2,000 | -21.3% | 0.01% | -36.4% |
| Q4 2017 | $210,000 | -66.5% | 2,540 | -66.9% | 0.01% | -69.4% |
| Q3 2017 | $627,000 | +280.0% | 7,681 | +219.4% | 0.04% | +200.0% |
| Q4 2016 | $165,000 | – | 2,405 | – | 0.01% | – |
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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% |