SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $887,791 | -0.0% | 6,896 | -0.4% | 0.02% | -45.0% |
| Q2 2022 | $888,000 | +32.9% | 6,925 | +41.9% | 0.04% | +29.0% |
| Q1 2022 | $668,000 | -66.5% | 4,879 | -68.9% | 0.03% | -80.4% |
| Q3 2021 | $1,994,000 | +270.6% | 15,663 | +266.8% | 0.16% | +251.1% |
| Q2 2021 | $538,000 | -52.9% | 4,270 | -56.3% | 0.04% | -57.1% |
| Q1 2021 | $1,142,000 | -68.6% | 9,781 | -71.7% | 0.10% | -55.1% |
| Q3 2020 | $3,641,000 | +128.7% | 34,521 | +117.0% | 0.23% | +110.8% |
| Q2 2020 | $1,592,000 | -48.4% | 15,908 | -54.3% | 0.11% | -50.4% |
| Q1 2020 | $3,086,000 | +514.7% | 34,837 | +525.0% | 0.22% | +420.9% |
| Q3 2019 | $502,000 | – | 5,574 | – | 0.04% | – |
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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% |