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 2021 | $269,000 | +13.0% | 2,112 | +11.9% | 0.02% | +13.6% |
| Q2 2021 | $238,000 | +8.2% | 1,888 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $220,000 | +136.6% | 1,888 | +66.5% | 0.02% | -4.3% |
| Q3 2017 | $93,000 | +3.3% | 1,134 | -0.4% | 0.02% | 0.0% |
| Q2 2017 | $90,000 | +2.3% | 1,138 | -3.6% | 0.02% | +4.5% |
| Q1 2017 | $88,000 | -35.3% | 1,181 | -40.2% | 0.02% | -37.1% |
| Q4 2016 | $136,000 | -20.0% | 1,974 | -16.4% | 0.04% | +12.9% |
| Q3 2016 | $170,000 | +39.3% | 2,361 | +38.4% | 0.03% | +40.9% |
| Q2 2016 | $122,000 | +11.9% | 1,706 | +5.9% | 0.02% | +10.0% |
| Q1 2016 | $109,000 | -6.0% | 1,611 | 0.0% | 0.02% | -31.0% |
| Q4 2015 | $116,000 | +8.4% | 1,611 | 0.0% | 0.03% | +11.5% |
| Q3 2015 | $107,000 | -10.8% | 1,611 | 0.0% | 0.03% | -3.7% |
| Q2 2015 | $120,000 | -10.4% | 1,611 | -13.0% | 0.03% | -43.8% |
| Q1 2015 | $134,000 | +76.3% | 1,852 | +66.8% | 0.05% | +60.0% |
| Q4 2014 | $76,000 | +7.0% | 1,110 | +0.1% | 0.03% | -3.2% |
| Q3 2014 | $71,000 | -31.1% | 1,109 | -34.7% | 0.03% | -29.5% |
| Q2 2014 | $103,000 | -23.1% | 1,699 | -26.1% | 0.04% | -25.4% |
| Q1 2014 | $134,000 | +5.5% | 2,298 | +0.0% | 0.06% | +7.3% |
| Q4 2013 | $127,000 | +9.5% | 2,297 | +0.0% | 0.06% | +3.8% |
| Q3 2013 | $116,000 | +6.4% | 2,296 | +0.1% | 0.05% | 0.0% |
| Q2 2013 | $109,000 | – | 2,294 | – | 0.05% | – |
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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% |