SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $670,975 | +12.0% | 4,939 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $599,000 | +13.0% | 4,950 | +19.8% | 0.00% | 0.0% |
| Q2 2022 | $530,000 | -22.7% | 4,131 | -17.5% | 0.00% | 0.0% |
| Q1 2022 | $686,000 | -22.6% | 5,007 | -21.9% | 0.00% | -25.0% |
| Q4 2021 | $886,000 | +36.3% | 6,407 | +25.4% | 0.00% | +33.3% |
| Q3 2021 | $650,000 | +40.1% | 5,109 | +38.6% | 0.00% | +50.0% |
| Q2 2021 | $464,000 | +17.2% | 3,686 | +8.8% | 0.00% | 0.0% |
| Q1 2021 | $396,000 | -14.3% | 3,389 | -16.8% | 0.00% | -33.3% |
| Q4 2020 | $462,000 | -91.4% | 4,073 | -92.0% | 0.00% | -92.7% |
| Q3 2020 | $5,386,000 | +823.8% | 51,058 | +775.8% | 0.04% | +720.0% |
| Q2 2020 | $583,000 | +126.0% | 5,830 | +81.3% | 0.01% | +66.7% |
| Q1 2020 | $258,000 | -18.1% | 3,215 | +4.1% | 0.00% | 0.0% |
| Q4 2019 | $315,000 | +43.8% | 3,088 | +30.5% | 0.00% | +50.0% |
| Q2 2019 | $219,000 | – | 2,366 | – | 0.00% | – |
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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% |