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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $309,254 | +33.3% | 2,276 | +29.2% | 0.28% | +108.3% |
| Q3 2020 | $232,000 | -54.8% | 1,762 | -67.4% | 0.13% | -69.2% |
| Q2 2020 | $513,000 | -11.2% | 5,409 | -14.5% | 0.43% | +14.7% |
| Q1 2019 | $578,000 | +1.9% | 6,324 | -3.5% | 0.37% | -22.1% |
| Q4 2018 | $567,000 | -7.8% | 6,551 | +1.3% | 0.48% | -20.0% |
| Q3 2018 | $615,000 | +163.9% | 6,465 | +127.3% | 0.60% | +110.5% |
| Q1 2018 | $233,000 | +5.4% | 2,844 | +6.6% | 0.28% | +1.8% |
| Q4 2017 | $221,000 | -51.1% | 2,669 | -51.7% | 0.28% | -28.4% |
| Q3 2017 | $452,000 | +24.2% | 5,522 | +20.2% | 0.39% | -20.4% |
| Q2 2017 | $364,000 | +26.8% | 4,595 | +19.0% | 0.49% | +3.6% |
| Q1 2017 | $287,000 | +4.4% | 3,862 | -3.2% | 0.47% | -3.9% |
| Q4 2016 | $275,000 | -47.7% | 3,990 | -45.2% | 0.49% | -25.5% |
| Q3 2016 | $526,000 | -9.3% | 7,285 | -9.9% | 0.66% | +14.9% |
| Q2 2016 | $580,000 | -69.0% | 8,088 | -70.8% | 0.58% | -73.3% |
| Q1 2016 | $1,873,000 | -74.2% | 27,690 | -72.6% | 2.16% | -73.4% |
| Q4 2015 | $7,271,000 | +145.9% | 100,938 | +126.0% | 8.10% | +61.7% |
| Q3 2015 | $2,957,000 | -7.4% | 44,657 | +4.1% | 5.01% | +23.2% |
| Q2 2015 | $3,194,000 | +49.0% | 42,893 | +45.1% | 4.06% | +66.3% |
| Q1 2015 | $2,143,000 | -18.4% | 29,565 | -23.0% | 2.44% | -25.8% |
| Q4 2014 | $2,626,000 | – | 38,403 | – | 3.29% | – |
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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% |