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 | $114,859 | +9.2% | 892 | +12.6% | 0.06% | +17.0% |
Q2 2023 | $105,146 | +14.8% | 792 | +12.0% | 0.05% | +6.8% |
Q1 2023 | $91,552 | -36.2% | 707 | -33.1% | 0.04% | -39.7% |
Q4 2022 | $143,560 | -38.4% | 1,057 | -45.1% | 0.07% | -40.2% |
Q3 2022 | $233,000 | -55.8% | 1,926 | -53.1% | 0.12% | -52.9% |
Q2 2022 | $527,000 | -28.6% | 4,109 | -23.8% | 0.26% | -15.6% |
Q1 2022 | $738,000 | -46.6% | 5,389 | -45.0% | 0.31% | -43.6% |
Q4 2021 | $1,382,000 | +30.4% | 9,807 | +17.8% | 0.54% | +14.8% |
Q3 2021 | $1,060,000 | +86.6% | 8,324 | +84.5% | 0.47% | +75.6% |
Q2 2021 | $568,000 | +8.0% | 4,511 | +0.2% | 0.27% | -6.9% |
Q1 2021 | $526,000 | -27.5% | 4,503 | -29.6% | 0.29% | -27.3% |
Q4 2020 | $726,000 | -0.4% | 6,396 | -7.8% | 0.40% | -14.4% |
Q3 2020 | $729,000 | +49.7% | 6,935 | +42.4% | 0.47% | +37.1% |
Q2 2020 | $487,000 | +24.6% | 4,871 | +10.9% | 0.34% | +11.1% |
Q1 2020 | $391,000 | +4244.4% | 4,393 | +4623.7% | 0.31% | +6020.0% |
Q4 2019 | $9,000 | +12.5% | 93 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $8,000 | – | 93 | – | 0.01% | – |
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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% |