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 | $247,786 | +23.8% | 1,925 | +27.7% | 0.07% | +32.1% |
| Q2 2023 | $200,095 | -30.4% | 1,508 | -28.8% | 0.05% | -36.9% |
| Q4 2022 | $287,658 | -41.5% | 2,117 | -44.8% | 0.08% | -42.1% |
| Q2 2022 | $492,000 | -12.9% | 3,837 | -7.0% | 0.14% | -2.0% |
| Q1 2022 | $565,000 | -2.4% | 4,126 | +0.3% | 0.15% | -1.3% |
| Q4 2021 | $579,000 | +0.7% | 4,113 | -6.6% | 0.15% | -0.7% |
| Q3 2021 | $575,000 | -6.4% | 4,403 | -9.7% | 0.15% | -9.6% |
| Q2 2021 | $614,000 | +8.3% | 4,878 | +0.4% | 0.17% | +1.8% |
| Q1 2021 | $567,000 | +0.2% | 4,859 | +0.4% | 0.16% | -3.0% |
| Q4 2020 | $566,000 | +11.2% | 4,842 | +0.4% | 0.17% | -7.1% |
| Q3 2020 | $509,000 | +5.8% | 4,822 | +0.4% | 0.18% | +1.1% |
| Q2 2020 | $481,000 | +13.4% | 4,803 | +0.4% | 0.18% | 0.0% |
| Q1 2020 | $424,000 | -12.6% | 4,782 | +0.4% | 0.18% | +9.8% |
| Q4 2019 | $485,000 | +3.9% | 4,761 | -8.2% | 0.16% | -1.2% |
| Q3 2019 | $467,000 | -2.3% | 5,186 | +0.4% | 0.17% | -1.8% |
| Q2 2019 | $478,000 | +1.3% | 5,164 | +0.4% | 0.17% | -1.7% |
| Q1 2019 | $472,000 | +6.5% | 5,142 | +0.4% | 0.17% | -2.8% |
| Q4 2018 | $443,000 | -8.7% | 5,123 | +0.4% | 0.18% | +0.6% |
| Q3 2018 | $485,000 | +4.1% | 5,101 | -8.6% | 0.18% | +0.6% |
| Q2 2018 | $466,000 | +12.6% | 5,580 | +9.7% | 0.18% | +8.7% |
| Q1 2018 | $414,000 | -0.7% | 5,087 | +0.9% | 0.16% | -2.4% |
| Q4 2017 | $417,000 | +48.4% | 5,044 | +46.8% | 0.16% | +41.0% |
| Q3 2017 | $281,000 | -22.4% | 3,435 | -24.7% | 0.12% | -26.9% |
| Q2 2017 | $362,000 | +34.6% | 4,564 | +26.3% | 0.16% | +25.0% |
| Q1 2017 | $269,000 | +8.5% | 3,614 | +0.4% | 0.13% | +9.4% |
| Q4 2016 | $248,000 | -19.2% | 3,601 | -15.4% | 0.12% | -19.9% |
| Q3 2016 | $307,000 | +6.2% | 4,256 | +5.5% | 0.15% | +1.4% |
| Q2 2016 | $289,000 | +6.2% | 4,036 | +0.4% | 0.14% | +4.3% |
| Q1 2016 | $272,000 | -8.1% | 4,020 | -2.1% | 0.14% | -12.1% |
| Q4 2015 | $296,000 | -13.5% | 4,106 | -20.5% | 0.16% | -15.1% |
| Q3 2015 | $342,000 | -16.0% | 5,165 | -5.7% | 0.18% | -11.5% |
| Q2 2015 | $407,000 | +25.6% | 5,476 | +22.6% | 0.21% | +26.7% |
| Q1 2015 | $324,000 | +6.2% | 4,466 | +0.1% | 0.16% | +3.8% |
| Q4 2014 | $305,000 | – | 4,461 | – | 0.16% | – |
Download | ||||||
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% |