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 | $641,254 | -3.0% | 4,981 | 0.0% | 0.14% | +3.6% |
| Q2 2023 | $661,128 | +2.5% | 4,981 | 0.0% | 0.14% | +2.9% |
| Q1 2023 | $644,840 | -4.7% | 4,981 | 0.0% | 0.14% | -2.2% |
| Q4 2022 | $676,669 | +12.2% | 4,981 | 0.0% | 0.14% | +0.7% |
| Q3 2022 | $603,000 | -3.7% | 4,981 | +2.0% | 0.14% | -11.5% |
| Q2 2022 | $626,000 | -6.4% | 4,881 | 0.0% | 0.16% | +9.1% |
| Q1 2022 | $669,000 | -2.8% | 4,881 | 0.0% | 0.14% | +9.2% |
| Q4 2021 | $688,000 | +10.8% | 4,881 | 0.0% | 0.13% | -12.7% |
| Q3 2021 | $621,000 | +1.0% | 4,881 | 0.0% | 0.15% | -14.3% |
| Q2 2021 | $615,000 | -1.9% | 4,881 | -9.1% | 0.18% | -10.3% |
| Q1 2021 | $627,000 | +3.0% | 5,371 | 0.0% | 0.20% | +6.6% |
| Q4 2020 | $609,000 | +7.4% | 5,371 | 0.0% | 0.18% | -42.3% |
| Q3 2020 | $567,000 | +5.6% | 5,371 | 0.0% | 0.32% | -1.9% |
| Q2 2020 | $537,000 | +29.7% | 5,371 | +15.0% | 0.32% | +18.8% |
| Q1 2020 | $414,000 | -11.7% | 4,671 | +2.2% | 0.27% | +43.9% |
| Q4 2019 | $469,000 | +5111.1% | 4,571 | +4471.0% | 0.19% | +3680.0% |
| Q2 2019 | $9,000 | – | 100 | – | 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% |