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 | $5,961,953 | -1.3% | 46,310 | +1.7% | 0.53% | +3.9% |
| Q2 2023 | $6,041,878 | +6.7% | 45,520 | +4.1% | 0.51% | +5.2% |
| Q1 2023 | $5,661,287 | +0.8% | 43,730 | +5.8% | 0.48% | 0.0% |
| Q4 2022 | $5,614,831 | +23.3% | 41,331 | +9.9% | 0.48% | +13.6% |
| Q3 2022 | $4,554,000 | -4.5% | 37,602 | +1.1% | 0.42% | +1.7% |
| Q2 2022 | $4,770,000 | -3.0% | 37,196 | +3.6% | 0.42% | +13.6% |
| Q1 2022 | $4,917,000 | -8.2% | 35,892 | -5.6% | 0.37% | -1.9% |
| Q4 2021 | $5,358,000 | +18.7% | 38,031 | +7.3% | 0.38% | +14.3% |
| Q3 2021 | $4,513,000 | +7.2% | 35,456 | +6.1% | 0.33% | +7.9% |
| Q2 2021 | $4,209,000 | +3.6% | 33,415 | -4.0% | 0.30% | -1.0% |
| Q1 2021 | $4,061,000 | +11.0% | 34,790 | +7.9% | 0.31% | +5.9% |
| Q4 2020 | $3,660,000 | +7.3% | 32,257 | -0.3% | 0.29% | +3.6% |
| Q3 2020 | $3,411,000 | +1.2% | 32,341 | -4.0% | 0.28% | +0.7% |
| Q2 2020 | $3,371,000 | +1.8% | 33,686 | -9.9% | 0.28% | -3.5% |
| Q1 2020 | $3,312,000 | +1.4% | 37,393 | +16.6% | 0.29% | -1.7% |
| Q4 2019 | $3,266,000 | +14.0% | 32,063 | +0.9% | 0.29% | +3.9% |
| Q3 2019 | $2,864,000 | +21.6% | 31,772 | +25.0% | 0.28% | +23.7% |
| Q2 2019 | $2,355,000 | +11.0% | 25,421 | +10.0% | 0.23% | +10.7% |
| Q1 2019 | $2,121,000 | +8.2% | 23,114 | +2.0% | 0.21% | -5.9% |
| Q4 2018 | $1,960,000 | -10.7% | 22,656 | -1.8% | 0.22% | +1.4% |
| Q3 2018 | $2,195,000 | +17.3% | 23,067 | +2.9% | 0.22% | +27.1% |
| Q2 2018 | $1,871,000 | -0.4% | 22,418 | -2.9% | 0.17% | +0.6% |
| Q1 2018 | $1,878,000 | +4.5% | 23,079 | +6.2% | 0.17% | -6.6% |
| Q4 2017 | $1,797,000 | +0.1% | 21,728 | -1.1% | 0.18% | -2.7% |
| Q3 2017 | $1,796,000 | +8.8% | 21,980 | +5.5% | 0.19% | +0.5% |
| Q2 2017 | $1,651,000 | +2.9% | 20,830 | -3.5% | 0.18% | +4.5% |
| Q1 2017 | $1,605,000 | +14.1% | 21,577 | +5.7% | 0.18% | +12.0% |
| Q4 2016 | $1,407,000 | +1.2% | 20,415 | +5.9% | 0.16% | +3.3% |
| Q3 2016 | $1,390,000 | -20.7% | 19,272 | -21.2% | 0.15% | -21.5% |
| Q2 2016 | $1,753,000 | +7.0% | 24,444 | +1.1% | 0.20% | +6.6% |
| Q1 2016 | $1,639,000 | – | 24,178 | – | 0.18% | – |
Download | ||||||
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% |