SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,141 | -2.8% | 265 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $35,138 | +146.1% | 265 | +140.9% | 0.01% | +116.7% |
| Q1 2023 | $14,276 | -4.3% | 110 | 0.0% | 0.01% | -33.3% |
| Q4 2022 | $14,923 | +14.8% | 110 | +0.9% | 0.01% | -10.0% |
| Q3 2022 | $13,000 | -78.3% | 109 | -76.7% | 0.01% | -79.2% |
| Q2 2022 | $60,000 | -64.3% | 467 | -61.8% | 0.05% | -59.0% |
| Q1 2022 | $168,000 | +154.5% | 1,224 | +162.7% | 0.12% | +134.0% |
| Q4 2021 | $66,000 | +6.5% | 466 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $62,000 | +5.1% | 466 | +0.2% | 0.05% | +16.7% |
| Q2 2021 | $59,000 | +5.4% | 465 | -3.7% | 0.04% | -4.5% |
| Q1 2021 | $56,000 | +1.8% | 483 | 0.0% | 0.04% | -15.4% |
| Q4 2020 | $55,000 | -3.5% | 483 | -20.0% | 0.05% | +36.8% |
| Q3 2018 | $57,000 | +32.6% | 604 | +17.7% | 0.04% | +22.6% |
| Q2 2018 | $43,000 | +2.4% | 513 | +0.2% | 0.03% | -3.1% |
| Q1 2018 | $42,000 | -4.5% | 512 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $44,000 | – | 512 | – | 0.03% | – |
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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% |