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 | $2,129,875 | -1.1% | 16,544 | +2.0% | 1.87% | -2.4% |
| Q2 2023 | $2,153,014 | +0.6% | 16,221 | -1.9% | 1.92% | -2.5% |
| Q1 2023 | $2,140,104 | -8.1% | 16,531 | -3.6% | 1.97% | -8.1% |
| Q4 2022 | $2,328,605 | +12.4% | 17,141 | +6.1% | 2.14% | +11.5% |
| Q2 2022 | $2,072,000 | -8.4% | 16,161 | -2.1% | 1.92% | +12.6% |
| Q1 2022 | $2,261,000 | -2.7% | 16,508 | +0.1% | 1.71% | +1.3% |
| Q4 2021 | $2,324,000 | +12.8% | 16,493 | +1.9% | 1.68% | +4.6% |
| Q3 2021 | $2,061,000 | +0.9% | 16,187 | -0.2% | 1.61% | +1.9% |
| Q2 2021 | $2,043,000 | +7.1% | 16,217 | -0.8% | 1.58% | +1.9% |
| Q1 2021 | $1,908,000 | -2.3% | 16,347 | -5.0% | 1.55% | -6.3% |
| Q4 2020 | $1,952,000 | +7.4% | 17,204 | -0.2% | 1.66% | -4.6% |
| Q3 2020 | $1,817,000 | +5.8% | 17,230 | +0.4% | 1.74% | -1.1% |
| Q2 2020 | $1,717,000 | +16.5% | 17,155 | +3.1% | 1.76% | +11.9% |
| Q1 2020 | $1,474,000 | -11.6% | 16,640 | +1.6% | 1.57% | +9.1% |
| Q4 2019 | $1,668,000 | +11.6% | 16,375 | -1.3% | 1.44% | +7.6% |
| Q3 2019 | $1,495,000 | -6.0% | 16,585 | -3.4% | 1.34% | -6.0% |
| Q2 2019 | $1,591,000 | -1.2% | 17,170 | -2.2% | 1.42% | -2.5% |
| Q1 2019 | $1,611,000 | -5.6% | 17,555 | -2.1% | 1.46% | +0.6% |
| Q3 2018 | $1,706,000 | +9.2% | 17,925 | -4.2% | 1.45% | +6.5% |
| Q2 2018 | $1,562,000 | -1.0% | 18,720 | -3.4% | 1.36% | +8.2% |
| Q1 2018 | $1,577,000 | -6.9% | 19,370 | -5.4% | 1.26% | -9.5% |
| Q4 2017 | $1,693,000 | – | 20,475 | – | 1.39% | – |
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% |