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 | ||||
---|---|---|---|---|---|---|
Q4 2020 | $546,000 | -14.7% | 4,813 | -20.7% | 0.43% | -17.7% |
Q3 2020 | $640,000 | -6.3% | 6,072 | -11.1% | 0.52% | +56.7% |
Q2 2020 | $683,000 | +6.7% | 6,828 | -5.5% | 0.34% | -15.0% |
Q1 2020 | $640,000 | -28.3% | 7,224 | -17.5% | 0.39% | -9.8% |
Q4 2019 | $892,000 | +52.2% | 8,758 | +34.7% | 0.44% | +30.8% |
Q3 2019 | $586,000 | -59.8% | 6,501 | -58.7% | 0.33% | -58.6% |
Q2 2019 | $1,456,000 | +8.6% | 15,725 | +7.6% | 0.81% | +7.9% |
Q1 2019 | $1,341,000 | -3.9% | 14,612 | -9.5% | 0.75% | -29.2% |
Q4 2018 | $1,395,000 | +14.7% | 16,143 | +26.4% | 1.06% | +15.6% |
Q3 2018 | $1,216,000 | -3.0% | 12,775 | -14.9% | 0.91% | -11.9% |
Q2 2018 | $1,253,000 | -1.0% | 15,014 | -3.4% | 1.04% | -5.9% |
Q1 2018 | $1,266,000 | +8.5% | 15,544 | +10.1% | 1.10% | -14.7% |
Q4 2017 | $1,167,000 | +34.4% | 14,116 | +32.9% | 1.29% | +71.4% |
Q3 2017 | $868,000 | +31.1% | 10,620 | +27.2% | 0.75% | +31.9% |
Q2 2017 | $662,000 | +13.6% | 8,352 | +6.5% | 0.57% | +11.1% |
Q1 2017 | $583,000 | – | 7,842 | – | 0.51% | – |
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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% |