SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $236,515 | +17.7% | 1,741 | +22.2% | 0.07% | +45.1% |
| Q4 2021 | $201,000 | -77.0% | 1,425 | -79.2% | 0.05% | -78.5% |
| Q3 2021 | $874,000 | -6.8% | 6,862 | -26.8% | 0.24% | -32.1% |
| Q2 2020 | $938,000 | +7.8% | 9,373 | -4.6% | 0.35% | +0.6% |
| Q1 2020 | $870,000 | -14.9% | 9,826 | -2.1% | 0.35% | +20.9% |
| Q4 2019 | $1,022,000 | +10.0% | 10,037 | -0.9% | 0.29% | -9.7% |
| Q1 2019 | $929,000 | +1.9% | 10,125 | -3.9% | 0.32% | -9.7% |
| Q4 2018 | $912,000 | -6.6% | 10,537 | +2.7% | 0.35% | +7.0% |
| Q3 2018 | $976,000 | +633.8% | 10,259 | +456.0% | 0.33% | +765.8% |
| Q2 2016 | $133,000 | +37.1% | 1,845 | +29.5% | 0.04% | +11.8% |
| Q1 2016 | $97,000 | -27.1% | 1,425 | -22.8% | 0.03% | -10.5% |
| Q4 2015 | $133,000 | – | 1,845 | – | 0.04% | – |
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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% |