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 | $2,857 | +38.1% | 22,193 | +42.4% | 0.58% | +84.8% |
| Q2 2023 | $2,069 | -31.2% | 15,590 | -32.9% | 0.32% | -55.7% |
| Q1 2023 | $3,007 | -23.3% | 23,228 | -19.6% | 0.71% | -32.2% |
| Q4 2022 | $3,923 | -99.8% | 28,879 | +77.2% | 1.05% | +136.6% |
| Q3 2022 | $1,973,000 | -91.6% | 16,293 | -91.1% | 0.44% | -92.1% |
| Q2 2022 | $23,398,000 | +1323.2% | 182,456 | +1420.5% | 5.61% | +2235.8% |
| Q1 2022 | $1,644,000 | -63.1% | 12,000 | -65.7% | 0.24% | -64.7% |
| Q3 2021 | $4,456,000 | +47.4% | 35,000 | +45.8% | 0.68% | -21.1% |
| Q2 2021 | $3,023,000 | -55.6% | 24,000 | -60.0% | 0.86% | -55.0% |
| Q4 2020 | $6,806,000 | – | 60,000 | – | 1.91% | – |
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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% |