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 | $144 | -2.7% | 1,119 | +0.4% | 0.10% | +1.0% |
| Q2 2023 | $148 | +2.8% | 1,115 | +0.5% | 0.10% | +3.1% |
| Q1 2023 | $144 | -4.0% | 1,110 | +0.4% | 0.10% | -6.7% |
| Q4 2022 | $150 | -99.9% | 1,106 | +0.5% | 0.10% | +3.0% |
| Q3 2022 | $133,000 | -5.7% | 1,101 | +0.4% | 0.10% | -2.9% |
| Q2 2022 | $141,000 | -6.0% | 1,097 | +0.4% | 0.10% | +28.4% |
| Q1 2022 | $150,000 | -2.0% | 1,093 | +0.4% | 0.08% | +3.8% |
| Q4 2021 | $153,000 | +10.9% | 1,089 | +0.3% | 0.08% | +1.3% |
| Q3 2021 | $138,000 | +12.2% | 1,086 | +11.2% | 0.08% | +24.2% |
| Q2 2021 | $123,000 | +7.9% | 977 | +0.3% | 0.06% | 0.0% |
| Q1 2021 | $114,000 | +3.6% | 974 | +0.4% | 0.06% | -1.6% |
| Q4 2020 | $110,000 | +7.8% | 970 | +0.4% | 0.06% | -4.5% |
| Q3 2020 | $102,000 | +6.2% | 966 | +0.4% | 0.07% | -5.7% |
| Q2 2020 | $96,000 | +12.9% | 962 | +0.4% | 0.07% | -9.1% |
| Q1 2020 | $85,000 | -2.3% | 958 | +12.2% | 0.08% | +16.7% |
| Q4 2019 | $87,000 | +13.0% | 854 | +0.5% | 0.07% | +3.1% |
| Q3 2019 | $77,000 | -1.3% | 850 | +0.4% | 0.06% | -4.5% |
| Q2 2019 | $78,000 | +1.3% | 847 | +0.5% | 0.07% | -1.5% |
| Q1 2019 | $77,000 | +5.5% | 843 | +0.4% | 0.07% | -9.3% |
| Q4 2018 | $73,000 | – | 840 | – | 0.08% | – |
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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% |