SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,005 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,477 | -54.1% | 51 | -51.0% | 0.00% | -33.3% |
| Q2 2023 | $14,111 | -90.5% | 104 | -90.8% | 0.00% | -91.2% |
| Q1 2023 | $148,917 | +35.5% | 1,125 | +39.1% | 0.03% | +41.7% |
| Q4 2022 | $109,903 | +66.5% | 809 | +47.4% | 0.02% | +50.0% |
| Q3 2022 | $66,000 | -5.7% | 549 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $70,000 | +2.9% | 549 | +10.2% | 0.02% | +23.1% |
| Q1 2022 | $68,000 | -2.9% | 498 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $70,000 | +22.8% | 498 | +11.2% | 0.01% | +18.2% |
| Q3 2021 | $57,000 | -20.8% | 448 | -21.3% | 0.01% | -21.4% |
| Q2 2021 | $72,000 | +14.3% | 569 | +5.8% | 0.01% | 0.0% |
| Q1 2021 | $63,000 | -6.0% | 538 | -8.5% | 0.01% | -51.7% |
| Q4 2020 | $67,000 | +8.1% | 588 | 0.0% | 0.03% | +93.3% |
| Q3 2020 | $62,000 | +520.0% | 588 | +488.0% | 0.02% | +400.0% |
| Q2 2020 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -10.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $10,000 | – | 100 | – | 0.00% | – |
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% |