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 2022 | $36,000 | -5.3% | 300 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $38,000 | -7.3% | 300 | 0.0% | 0.04% | +6.1% |
| Q1 2022 | $41,000 | -2.4% | 300 | 0.0% | 0.03% | -5.7% |
| Q4 2021 | $42,000 | +10.5% | 300 | 0.0% | 0.04% | +6.1% |
| Q3 2021 | $38,000 | +2.7% | 300 | 0.0% | 0.03% | +3.1% |
| Q2 2021 | $37,000 | -31.5% | 300 | -35.6% | 0.03% | -31.9% |
| Q1 2021 | $54,000 | +58.8% | 466 | +55.3% | 0.05% | +51.6% |
| Q4 2020 | $34,000 | -58.0% | 300 | -61.0% | 0.03% | -59.7% |
| Q3 2020 | $81,000 | +5.2% | 770 | 0.0% | 0.08% | +32.8% |
| Q2 2020 | $77,000 | +13.2% | 770 | 0.0% | 0.06% | -1.7% |
| Q1 2020 | $68,000 | -12.8% | 770 | 0.0% | 0.06% | +11.3% |
| Q4 2019 | $78,000 | +13.0% | 770 | 0.0% | 0.05% | +12.8% |
| Q3 2019 | $69,000 | +155.6% | 770 | +156.7% | 0.05% | +147.4% |
| Q1 2019 | $27,000 | +8.0% | 300 | 0.0% | 0.02% | -5.0% |
| Q4 2018 | $25,000 | – | 300 | – | 0.02% | – |
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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% |