SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,057 filers reported holding SELECT SECTOR SPDR TR in Q2 2020. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,596 | -42.7% | 3,422 | -40.9% | 0.15% | -33.6% |
| Q2 2023 | $769,208 | +2.7% | 5,795 | +0.2% | 0.22% | -4.7% |
| Q1 2023 | $748,827 | -4.5% | 5,784 | +0.2% | 0.23% | -11.0% |
| Q4 2022 | $784,383 | +5.6% | 5,774 | -0.4% | 0.26% | -13.8% |
| Q2 2022 | $743,000 | +59.4% | 5,797 | +70.3% | 0.30% | +75.3% |
| Q1 2022 | $466,000 | -5.7% | 3,403 | -3.0% | 0.17% | -5.4% |
| Q4 2021 | $494,000 | -4.1% | 3,509 | -13.3% | 0.18% | -13.6% |
| Q3 2021 | $515,000 | +1.2% | 4,047 | +0.2% | 0.21% | +3.4% |
| Q2 2021 | $509,000 | +8.3% | 4,038 | +0.2% | 0.21% | +1.0% |
| Q1 2021 | $470,000 | +0.9% | 4,028 | -2.0% | 0.20% | -1.9% |
| Q4 2020 | $466,000 | +7.1% | 4,109 | -0.4% | 0.21% | -5.0% |
| Q3 2020 | $435,000 | +13.3% | 4,127 | +7.6% | 0.22% | -1.4% |
| Q2 2020 | $384,000 | +9.1% | 3,837 | -3.5% | 0.22% | -24.5% |
| Q1 2020 | $352,000 | -10.9% | 3,978 | +2.5% | 0.29% | -16.7% |
| Q4 2019 | $395,000 | +6.2% | 3,880 | -5.9% | 0.35% | +3.2% |
| Q3 2019 | $372,000 | -2.9% | 4,125 | -0.2% | 0.34% | -2.0% |
| Q2 2019 | $383,000 | +1.3% | 4,134 | +0.3% | 0.35% | +0.3% |
| Q1 2019 | $378,000 | +6.2% | 4,123 | +0.2% | 0.35% | -8.2% |
| Q4 2018 | $356,000 | -5.8% | 4,114 | +3.6% | 0.38% | +13.8% |
| Q3 2018 | $378,000 | +14.2% | 3,970 | +0.3% | 0.33% | +3.4% |
| Q2 2018 | $331,000 | -5.7% | 3,960 | -8.2% | 0.32% | -29.8% |
| Q1 2018 | $351,000 | +17.8% | 4,313 | +19.8% | 0.46% | +48.1% |
| Q4 2017 | $298,000 | – | 3,601 | – | 0.31% | – |
Download | ||||||
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% |