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 | $58 | -1.7% | 448 | +0.2% | 0.01% | 0.0% |
Q2 2023 | $59 | -4.8% | 447 | -6.7% | 0.01% | -6.7% |
Q1 2023 | $62 | -90.1% | 479 | -89.7% | 0.02% | -90.9% |
Q4 2022 | $629 | -99.9% | 4,629 | +5.8% | 0.16% | +3.8% |
Q3 2022 | $530,000 | +5.4% | 4,375 | +11.6% | 0.16% | +7.4% |
Q2 2022 | $503,000 | +46.6% | 3,920 | +56.4% | 0.15% | +48.0% |
Q1 2022 | $343,000 | +419.7% | 2,507 | +433.4% | 0.10% | +376.2% |
Q4 2021 | $66,000 | +20.0% | 470 | +8.0% | 0.02% | -36.4% |
Q3 2021 | $55,000 | 0.0% | 435 | +0.5% | 0.03% | -13.2% |
Q2 2021 | $55,000 | +10.0% | 433 | +0.5% | 0.04% | 0.0% |
Q1 2021 | $50,000 | -9.1% | 431 | -17.9% | 0.04% | -15.6% |
Q3 2020 | $55,000 | +1.9% | 525 | -3.5% | 0.04% | 0.0% |
Q2 2020 | $54,000 | -76.6% | 544 | -79.2% | 0.04% | -81.2% |
Q1 2020 | $231,000 | -0.4% | 2,611 | +14.5% | 0.24% | -49.3% |
Q4 2019 | $232,000 | +109.0% | 2,281 | +88.7% | 0.47% | -10.9% |
Q1 2019 | $111,000 | – | 1,209 | – | 0.53% | – |
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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% |