SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,059 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,460,030 | +5.4% | 11,000 | +2.8% | 0.16% | -8.2% |
| Q1 2023 | $1,385,222 | +357.9% | 10,700 | +380.5% | 0.17% | +288.6% |
| Q4 2022 | $302,538 | -61.7% | 2,227 | -64.1% | 0.04% | -80.7% |
| Q3 2021 | $789,000 | -53.1% | 6,200 | -56.9% | 0.23% | -41.1% |
| Q1 2021 | $1,681,000 | +68.4% | 14,400 | +63.6% | 0.39% | +48.3% |
| Q4 2020 | $998,000 | +71.8% | 8,800 | +59.8% | 0.26% | +83.8% |
| Q3 2020 | $581,000 | -55.7% | 5,508 | -58.0% | 0.14% | -50.9% |
| Q2 2020 | $1,311,000 | +222.1% | 13,100 | +184.8% | 0.29% | +228.4% |
| Q1 2020 | $407,000 | +36.6% | 4,600 | +57.3% | 0.09% | +72.5% |
| Q4 2019 | $298,000 | – | 2,925 | – | 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% |