SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,400 | -19.7% | 508 | -17.3% | 0.02% | -10.5% |
| Q2 2023 | $81,451 | +2.6% | 614 | +0.2% | 0.02% | -5.0% |
| Q1 2023 | $79,388 | -4.6% | 613 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $83,252 | -24.3% | 613 | -32.1% | 0.02% | -25.0% |
| Q3 2022 | $110,000 | +6.8% | 903 | +12.6% | 0.03% | +7.7% |
| Q2 2022 | $103,000 | -6.4% | 802 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $110,000 | -2.7% | 802 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $113,000 | +10.8% | 802 | +0.1% | 0.03% | 0.0% |
| Q3 2021 | $102,000 | +1.0% | 801 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $101,000 | +8.6% | 801 | +113.6% | 0.03% | 0.0% |
| Q1 2021 | $93,000 | +2.2% | 375 | -53.1% | 0.03% | -6.7% |
| Q4 2020 | $91,000 | +8.3% | 800 | +0.1% | 0.03% | -3.2% |
| Q3 2020 | $84,000 | +5.0% | 799 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $80,000 | +12.7% | 799 | +0.1% | 0.03% | -3.1% |
| Q1 2020 | $71,000 | 0.0% | 798 | +14.3% | 0.03% | +6.7% |
| Q4 2019 | $71,000 | – | 698 | – | 0.03% | – |
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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% |