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 | $324,167 | -2.1% | 2,518 | -1.5% | 0.04% | +5.3% |
| Q1 2023 | $331,029 | -8.2% | 2,557 | -3.7% | 0.04% | +2.7% |
| Q4 2022 | $360,546 | +37.6% | 2,654 | +22.5% | 0.04% | +23.3% |
| Q3 2022 | $262,000 | +14.4% | 2,166 | +21.1% | 0.03% | +25.0% |
| Q2 2022 | $229,000 | -43.0% | 1,789 | -39.1% | 0.02% | -38.5% |
| Q1 2022 | $402,000 | +38.6% | 2,938 | +29.1% | 0.04% | +25.8% |
| Q3 2021 | $290,000 | +1.0% | 2,275 | -0.3% | 0.03% | +3.3% |
| Q2 2021 | $287,000 | -22.2% | 2,282 | -27.7% | 0.03% | -30.2% |
| Q1 2021 | $369,000 | -23.3% | 3,157 | -25.6% | 0.04% | -31.7% |
| Q4 2020 | $481,000 | +7.6% | 4,241 | 0.0% | 0.06% | -29.2% |
| Q3 2020 | $447,000 | +19.5% | 4,241 | +13.4% | 0.09% | +12.7% |
| Q2 2020 | $374,000 | +5.4% | 3,741 | -6.7% | 0.08% | 0.0% |
| Q1 2020 | $355,000 | +22.4% | 4,009 | +41.5% | 0.08% | +58.0% |
| Q4 2019 | $290,000 | +13.7% | 2,833 | 0.0% | 0.05% | +2.0% |
| Q3 2019 | $255,000 | -0.4% | 2,833 | +2.4% | 0.05% | +2.1% |
| Q2 2019 | $256,000 | -25.1% | 2,766 | -25.8% | 0.05% | -31.4% |
| Q1 2019 | $342,000 | -94.8% | 3,728 | -95.1% | 0.07% | -95.0% |
| Q4 2018 | $6,538,000 | – | 75,573 | – | 1.39% | – |
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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% |