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 2023 | $1,887,586 | -15.4% | 14,662 | -12.8% | 0.01% | -8.3% |
| Q2 2023 | $2,230,527 | +5.8% | 16,805 | +3.2% | 0.01% | 0.0% |
| Q1 2023 | $2,108,515 | +103.7% | 16,287 | +113.7% | 0.01% | +20.0% |
| Q4 2022 | $1,035,177 | -3.2% | 7,620 | -13.6% | 0.01% | -16.7% |
| Q3 2022 | $1,069,000 | +13.0% | 8,824 | +19.6% | 0.01% | +20.0% |
| Q2 2022 | $946,000 | -13.7% | 7,377 | -7.8% | 0.01% | +11.1% |
| Q1 2022 | $1,096,000 | +122.8% | 7,998 | +128.9% | 0.01% | +125.0% |
| Q4 2021 | $492,000 | +10.6% | 3,494 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $445,000 | +4350.0% | 3,494 | +4213.6% | 0.00% | – |
| Q2 2021 | $10,000 | +11.1% | 81 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | -50.0% | 81 | -50.0% | 0.00% | – |
| Q4 2020 | $18,000 | – | 162 | – | 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% |