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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,247,865 | -4.7% | 9,639 | 0.0% | 0.37% | -32.0% |
| Q4 2022 | $1,309,458 | +12.2% | 9,639 | -0.0% | 0.54% | +11.2% |
| Q3 2022 | $1,167,000 | -5.6% | 9,642 | 0.0% | 0.48% | +7.3% |
| Q2 2022 | $1,236,000 | -6.4% | 9,642 | 0.0% | 0.45% | +13.3% |
| Q1 2022 | $1,320,000 | -2.8% | 9,642 | 0.0% | 0.40% | +27.2% |
| Q4 2021 | $1,358,000 | -14.4% | 9,642 | -22.7% | 0.31% | -34.7% |
| Q3 2021 | $1,587,000 | +1.1% | 12,467 | 0.0% | 0.48% | -4.0% |
| Q2 2021 | $1,570,000 | +7.9% | 12,467 | 0.0% | 0.50% | +4.4% |
| Q1 2021 | $1,455,000 | +2.9% | 12,467 | 0.0% | 0.48% | -3.0% |
| Q4 2020 | $1,414,000 | +5.8% | 12,467 | -1.5% | 0.49% | -22.4% |
| Q3 2020 | $1,336,000 | – | 12,662 | – | 0.64% | – |
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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% |