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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $721,330 | -17.7% | 5,603 | -15.2% | 0.11% | -11.3% |
| Q2 2023 | $876,549 | -88.8% | 6,604 | -89.1% | 0.12% | -89.6% |
| Q1 2023 | $7,837,508 | -8.8% | 60,540 | -4.3% | 1.19% | -11.3% |
| Q4 2022 | $8,590,669 | +14.6% | 63,236 | +2.2% | 1.34% | +7.2% |
| Q3 2022 | $7,496,000 | -2.3% | 61,895 | +3.5% | 1.25% | -0.1% |
| Q2 2022 | $7,669,000 | +59.1% | 59,802 | +70.0% | 1.25% | +86.3% |
| Q1 2022 | $4,820,000 | +1301.2% | 35,183 | +1339.0% | 0.67% | +1360.9% |
| Q4 2021 | $344,000 | +9.6% | 2,445 | -1.0% | 0.05% | -2.1% |
| Q3 2021 | $314,000 | – | 2,470 | – | 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% |