SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,181 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,538,909 | +18.3% | 11,328 | +19.3% | 0.33% | +26.8% |
| Q1 2022 | $1,301,000 | +2.8% | 9,495 | +5.7% | 0.26% | +8.4% |
| Q4 2021 | $1,266,000 | +2.1% | 8,985 | -7.7% | 0.24% | -6.7% |
| Q3 2021 | $1,240,000 | +27.4% | 9,737 | +26.0% | 0.25% | +27.6% |
| Q2 2021 | $973,000 | -3.2% | 7,725 | -10.3% | 0.20% | -8.3% |
| Q1 2021 | $1,005,000 | -13.7% | 8,609 | -16.1% | 0.22% | -24.7% |
| Q4 2020 | $1,164,000 | +116300.0% | 10,263 | -2.2% | 0.29% | -13.5% |
| Q3 2020 | $1,000 | -100.0% | 10,497 | -62.6% | 0.33% | -59.9% |
| Q2 2020 | $2,807,000 | – | 28,052 | – | 0.83% | – |
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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% |