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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,483,752 | +6.1% | 33,781 | +3.5% | 0.02% | 0.0% |
| Q1 2023 | $4,225,445 | -9.2% | 32,639 | -4.8% | 0.02% | -11.1% |
| Q4 2022 | $4,656,123 | +5.6% | 34,274 | -5.9% | 0.02% | -5.3% |
| Q3 2022 | $4,411,000 | -3.8% | 36,423 | +1.9% | 0.02% | +5.6% |
| Q2 2022 | $4,584,000 | +3.1% | 35,745 | +10.2% | 0.02% | +20.0% |
| Q1 2022 | $4,445,000 | -5.4% | 32,445 | -2.7% | 0.02% | 0.0% |
| Q4 2021 | $4,697,000 | +4.5% | 33,338 | -5.6% | 0.02% | -6.2% |
| Q3 2021 | $4,495,000 | -8.4% | 35,308 | -9.3% | 0.02% | -5.9% |
| Q2 2021 | $4,905,000 | +0.3% | 38,944 | -7.0% | 0.02% | 0.0% |
| Q1 2021 | $4,889,000 | -0.5% | 41,876 | -3.3% | 0.02% | -5.6% |
| Q4 2020 | $4,914,000 | -13.8% | 43,319 | -19.9% | 0.02% | -28.0% |
| Q3 2020 | $5,703,000 | -1.8% | 54,067 | -6.8% | 0.02% | -10.7% |
| Q2 2020 | $5,808,000 | +69.6% | 58,039 | +50.1% | 0.03% | +40.0% |
| Q1 2020 | $3,425,000 | -33.3% | 38,662 | -23.3% | 0.02% | -20.0% |
| Q4 2019 | $5,132,000 | +64.8% | 50,384 | +45.9% | 0.02% | +56.2% |
| Q3 2019 | $3,114,000 | -7.2% | 34,545 | -4.7% | 0.02% | -11.1% |
| Q2 2019 | $3,357,000 | -39.4% | 36,235 | -40.0% | 0.02% | -59.1% |
| Q1 2019 | $5,542,000 | -15.3% | 60,405 | -20.2% | 0.04% | +120.0% |
| Q4 2018 | $6,546,000 | -1.7% | 75,669 | +8.1% | 0.02% | -42.9% |
| Q3 2018 | $6,659,000 | +22.4% | 69,984 | +7.3% | 0.04% | +16.7% |
| Q2 2018 | $5,442,000 | +21.0% | 65,202 | +18.0% | 0.03% | +15.4% |
| Q1 2018 | $4,498,000 | +16.1% | 55,266 | +18.0% | 0.03% | +18.2% |
| Q4 2017 | $3,873,000 | +17.9% | 46,844 | +16.6% | 0.02% | +10.0% |
| Q3 2017 | $3,284,000 | +13.3% | 40,175 | +9.9% | 0.02% | 0.0% |
| Q2 2017 | $2,898,000 | – | 36,567 | – | 0.02% | – |
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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% |