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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,411,742 | +38.7% | 10,392 | +23.6% | 0.56% | +31.6% |
| Q3 2022 | $1,018,000 | +10.9% | 8,410 | +17.4% | 0.42% | +13.7% |
| Q2 2022 | $918,000 | +172.4% | 7,164 | +190.6% | 0.37% | +189.1% |
| Q1 2022 | $337,000 | +195.6% | 2,465 | +202.5% | 0.13% | +460.9% |
| Q4 2021 | $114,000 | +11.8% | 815 | +0.1% | 0.02% | -39.5% |
| Q2 2021 | $102,000 | -31.5% | 814 | -53.6% | 0.04% | -66.1% |
| Q4 2017 | $149,000 | – | 1,755 | – | 0.11% | – |
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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% |