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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $413,739 | -4.0% | 385,925 | +11531.3% | 0.19% | -15.4% |
| Q1 2023 | $430,936 | -84.6% | 3,318 | -83.9% | 0.23% | -86.7% |
| Q4 2022 | $2,797,172 | +1101.6% | 20,590 | +971.3% | 1.71% | +536.9% |
| Q3 2022 | $232,787 | -2.3% | 1,922 | +3.4% | 0.27% | -27.8% |
| Q2 2022 | $238,276 | +10.2% | 1,858 | +17.7% | 0.37% | +114.5% |
| Q1 2022 | $216,177 | -86.6% | 1,578 | -87.7% | 0.17% | -84.3% |
| Q2 2021 | $1,618,650 | +125.7% | 12,852 | +109.2% | 1.10% | +96.3% |
| Q1 2021 | $717,154 | -62.4% | 6,143 | -71.5% | 0.56% | -79.2% |
| Q1 2020 | $1,908,545 | – | 21,546 | – | 2.71% | – |
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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% |