SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $200,000 | -20.6% | 1,461 | -18.2% | 0.11% | -21.5% |
| Q4 2021 | $252,000 | +3.3% | 1,787 | -6.6% | 0.14% | -12.9% |
| Q3 2021 | $244,000 | -33.0% | 1,914 | -33.7% | 0.16% | -36.7% |
| Q2 2021 | $364,000 | -26.0% | 2,889 | -31.4% | 0.24% | -29.0% |
| Q1 2021 | $492,000 | -50.6% | 4,213 | -52.0% | 0.34% | -51.5% |
| Q4 2020 | $996,000 | -37.6% | 8,781 | -42.0% | 0.71% | -46.5% |
| Q3 2020 | $1,597,000 | -3.2% | 15,142 | -8.2% | 1.33% | -14.2% |
| Q2 2020 | $1,650,000 | +28.3% | 16,488 | +13.6% | 1.55% | +16.9% |
| Q1 2020 | $1,286,000 | -37.8% | 14,520 | -28.5% | 1.33% | -5.1% |
| Q4 2019 | $2,067,000 | +32.6% | 20,296 | +17.4% | 1.40% | +21.0% |
| Q3 2019 | $1,559,000 | -4.4% | 17,295 | -1.8% | 1.16% | -9.3% |
| Q2 2019 | $1,631,000 | +38.2% | 17,609 | +36.9% | 1.28% | +35.8% |
| Q1 2019 | $1,180,000 | +355.6% | 12,858 | +304.5% | 0.94% | +299.6% |
| Q1 2018 | $259,000 | +8.8% | 3,179 | +10.6% | 0.24% | +15.2% |
| Q4 2017 | $238,000 | +4.8% | 2,875 | +3.3% | 0.20% | -4.2% |
| Q3 2017 | $227,000 | +1.3% | 2,782 | -1.6% | 0.21% | +2.4% |
| Q2 2017 | $224,000 | – | 2,826 | – | 0.21% | – |
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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% |