SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358 | -4.8% | 2,783 | -1.8% | 0.06% | -1.8% |
| Q2 2023 | $376 | +2.5% | 2,834 | +0.0% | 0.06% | -6.7% |
| Q1 2023 | $367 | -10.5% | 2,833 | -6.2% | 0.06% | -15.5% |
| Q4 2022 | $410 | -99.9% | 3,020 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $366,000 | -5.4% | 3,020 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $387,000 | -6.5% | 3,020 | 0.0% | 0.07% | +4.3% |
| Q1 2022 | $414,000 | +2.5% | 3,020 | +5.3% | 0.07% | +6.2% |
| Q4 2021 | $404,000 | +76.4% | 2,867 | +59.4% | 0.06% | +58.5% |
| Q3 2021 | $229,000 | +45.9% | 1,799 | +44.6% | 0.04% | +46.4% |
| Q2 2021 | $157,000 | -19.5% | 1,244 | -25.4% | 0.03% | -22.2% |
| Q1 2021 | $195,000 | +69.6% | 1,668 | +64.7% | 0.04% | +44.0% |
| Q4 2020 | $115,000 | +7.5% | 1,013 | 0.0% | 0.02% | -7.4% |
| Q3 2020 | $107,000 | -8.5% | 1,013 | -13.3% | 0.03% | -12.9% |
| Q2 2020 | $117,000 | +1070.0% | 1,168 | +898.3% | 0.03% | +933.3% |
| Q1 2020 | $10,000 | – | 117 | – | 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% |