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 | $937,098 | -1.2% | 7,279 | +1.8% | 0.00% | 0.0% |
| Q2 2023 | $948,887 | +22.0% | 7,149 | +19.0% | 0.00% | 0.0% |
| Q1 2023 | $777,666 | +1.0% | 6,007 | +5.9% | 0.00% | 0.0% |
| Q4 2022 | $770,337 | +16.7% | 5,670 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $660,000 | +5.3% | 5,447 | +11.3% | 0.00% | 0.0% |
| Q2 2022 | $627,000 | -22.5% | 4,893 | -17.1% | 0.00% | 0.0% |
| Q1 2022 | $809,000 | +15.9% | 5,903 | +19.2% | 0.00% | 0.0% |
| Q4 2021 | $698,000 | +16.3% | 4,951 | +5.0% | 0.00% | 0.0% |
| Q3 2021 | $600,000 | -4.0% | 4,713 | -5.0% | 0.00% | 0.0% |
| Q2 2021 | $625,000 | +7.8% | 4,960 | -0.2% | 0.00% | 0.0% |
| Q1 2021 | $580,000 | +45.4% | 4,969 | +41.2% | 0.00% | – |
| Q4 2020 | $399,000 | +32.6% | 3,519 | +23.3% | 0.00% | – |
| Q3 2020 | $301,000 | +14.9% | 2,854 | +9.0% | 0.00% | – |
| Q2 2020 | $262,000 | +17.5% | 2,619 | +3.8% | 0.00% | – |
| Q1 2020 | $223,000 | -37.9% | 2,522 | -28.4% | 0.00% | – |
| Q4 2019 | $359,000 | -13.1% | 3,523 | -23.1% | 0.00% | -100.0% |
| Q3 2019 | $413,000 | -28.0% | 4,583 | -26.0% | 0.00% | 0.0% |
| Q2 2019 | $574,000 | +70.8% | 6,192 | +69.2% | 0.00% | – |
| Q1 2019 | $336,000 | -20.4% | 3,660 | -24.9% | 0.00% | -100.0% |
| Q4 2018 | $422,000 | +104.9% | 4,875 | +92.3% | 0.00% | – |
| Q1 2018 | $206,000 | -32.7% | 2,535 | -43.4% | 0.00% | – |
| Q4 2014 | $306,000 | -24.1% | 4,478 | -29.1% | 0.00% | – |
| Q3 2014 | $403,000 | +2.8% | 6,317 | -1.9% | 0.00% | – |
| Q2 2014 | $392,000 | +16.0% | 6,437 | +11.3% | 0.00% | – |
| Q1 2014 | $338,000 | -0.3% | 5,786 | -5.3% | 0.00% | – |
| Q4 2013 | $339,000 | -0.6% | 6,109 | -9.3% | 0.00% | – |
| Q3 2013 | $341,000 | +6.2% | 6,734 | 0.0% | 0.00% | – |
| Q2 2013 | $321,000 | – | 6,734 | – | 0.00% | – |
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% |