SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356 | -3.3% | 2,767 | -0.0% | 0.11% | +3.8% |
| Q2 2023 | $368 | +1.1% | 2,768 | -1.6% | 0.10% | -0.9% |
| Q1 2023 | $364 | -4.7% | 2,814 | 0.0% | 0.11% | -8.6% |
| Q4 2022 | $382 | -99.9% | 2,814 | +6.2% | 0.12% | +10.5% |
| Q3 2022 | $321,000 | -5.6% | 2,650 | 0.0% | 0.10% | +4.0% |
| Q2 2022 | $340,000 | +2733.3% | 2,650 | +2812.1% | 0.10% | +3266.7% |
| Q1 2022 | $12,000 | -7.7% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | +20.0% | 91 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $10,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +200.0% | 91 | +152.8% | 0.00% | +100.0% |
| Q1 2020 | $3,000 | – | 36 | – | 0.00% | – |
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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% |