SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,753,299 | -33.7% | 21,387 | -30.1% | 1.24% | -46.2% |
| Q4 2022 | $4,153,823 | +97.0% | 30,577 | +85.9% | 2.30% | +93.2% |
| Q2 2022 | $2,109,000 | +6.8% | 16,448 | +17.4% | 1.19% | +24.1% |
| Q4 2021 | $1,974,000 | -49.6% | 14,013 | -54.5% | 0.96% | -53.9% |
| Q3 2021 | $3,919,000 | +615.1% | 30,811 | +398.2% | 2.08% | +284.3% |
| Q1 2021 | $548,000 | -79.6% | 6,184 | -76.9% | 0.54% | -74.4% |
| Q2 2020 | $2,681,000 | +389.2% | 26,795 | +333.3% | 2.11% | +290.2% |
| Q1 2020 | $548,000 | -80.2% | 6,184 | -77.2% | 0.54% | -76.0% |
| Q4 2019 | $2,763,000 | +25.6% | 27,121 | +6.7% | 2.26% | -4.6% |
| Q4 2018 | $2,199,000 | +621.0% | 25,422 | +692.2% | 2.37% | +745.4% |
| Q3 2018 | $305,000 | -86.9% | 3,209 | -88.5% | 0.28% | -86.6% |
| Q2 2018 | $2,337,000 | +116750.0% | 28,004 | +147289.5% | 2.09% | +104400.0% |
| Q1 2018 | $2,000 | – | 19 | – | 0.00% | – |
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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% |