SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,209 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,647 | -9.2% | 3,337 | -6.4% | 0.18% | -3.7% |
| Q2 2023 | $473,317 | -1.0% | 3,566 | -3.4% | 0.19% | +5.6% |
| Q1 2023 | $478,298 | -8.1% | 3,693 | -3.6% | 0.18% | -11.0% |
| Q4 2022 | $520,452 | -42.5% | 3,831 | -45.7% | 0.20% | -41.9% |
| Q2 2022 | $905,000 | -9.0% | 7,061 | -2.7% | 0.34% | +1.5% |
| Q1 2022 | $994,000 | -30.2% | 7,256 | -28.2% | 0.34% | -29.1% |
| Q4 2021 | $1,424,000 | +51.3% | 10,105 | +36.7% | 0.48% | +53.7% |
| Q3 2021 | $941,000 | +0.7% | 7,392 | -0.3% | 0.31% | +6.9% |
| Q2 2021 | $934,000 | +132.9% | 7,414 | +63.9% | 0.29% | +150.9% |
| Q1 2020 | $401,000 | -13.0% | 4,523 | 0.0% | 0.12% | +13.7% |
| Q4 2019 | $461,000 | – | 4,523 | – | 0.10% | – |
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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% |