SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,209 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13 | -80.9% | 98 | -80.4% | 0.00% | -66.7% |
| Q4 2022 | $68 | -100.0% | 500 | -80.8% | 0.00% | -87.5% |
| Q3 2022 | $315,000 | -29.8% | 2,600 | -25.7% | 0.02% | -57.1% |
| Q2 2022 | $449,000 | -6.3% | 3,500 | 0.0% | 0.06% | +3.7% |
| Q1 2022 | $479,000 | -82.8% | 3,500 | -82.3% | 0.05% | -58.8% |
| Q4 2021 | $2,790,000 | +10.7% | 19,800 | 0.0% | 0.13% | -33.2% |
| Q3 2021 | $2,521,000 | +47.2% | 19,800 | +45.6% | 0.20% | +38.0% |
| Q2 2021 | $1,713,000 | +511.8% | 13,600 | +466.7% | 0.14% | +358.1% |
| Q1 2021 | $280,000 | -78.3% | 2,400 | -78.9% | 0.03% | -71.6% |
| Q4 2020 | $1,293,000 | +34.7% | 11,400 | +25.3% | 0.11% | +7.9% |
| Q3 2020 | $960,000 | -61.8% | 9,101 | -63.2% | 0.10% | -46.8% |
| Q4 2019 | $2,516,000 | +492.0% | 24,700 | +375.0% | 0.19% | +163.9% |
| Q3 2017 | $425,000 | – | 5,200 | +64900.0% | 0.07% | – |
| Q4 2015 | $0 | -100.0% | 8 | -99.8% | 0.00% | -100.0% |
| Q4 2014 | $268,000 | +7.6% | 3,913 | +0.3% | 0.08% | +6.9% |
| Q3 2014 | $249,000 | – | 3,900 | – | 0.07% | – |
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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% |