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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,089,912 | +134.3% | 8,466 | +141.6% | 0.07% | +22.8% |
| Q2 2023 | $465,086 | -50.7% | 3,504 | -51.4% | 0.06% | -6.6% |
| Q1 2023 | $943,704 | +84.0% | 7,214 | +91.1% | 0.06% | -10.3% |
| Q4 2022 | $512,834 | -6.9% | 3,775 | -7.7% | 0.07% | -4.2% |
| Q3 2022 | $551,000 | -3.2% | 4,090 | -5.1% | 0.07% | 0.0% |
| Q2 2022 | $569,000 | +11.8% | 4,310 | +6.7% | 0.07% | +6.0% |
| Q1 2022 | $509,000 | -6.3% | 4,039 | +4.8% | 0.07% | +11.7% |
| Q4 2021 | $543,000 | +5.6% | 3,854 | -0.6% | 0.06% | +3.4% |
| Q3 2021 | $514,000 | +1.2% | 3,879 | +2.0% | 0.06% | -1.7% |
| Q2 2021 | $508,000 | +46.4% | 3,802 | +32.8% | 0.06% | +40.5% |
| Q1 2021 | $347,000 | +4.2% | 2,863 | 0.0% | 0.04% | -4.5% |
| Q4 2020 | $333,000 | +15.2% | 2,863 | +4.6% | 0.04% | 0.0% |
| Q3 2020 | $289,000 | +25.7% | 2,736 | +18.8% | 0.04% | +15.8% |
| Q2 2020 | $230,000 | – | 2,303 | – | 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% |