SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,057 filers reported holding SELECT SECTOR SPDR TR in Q2 2020. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $114,423 | +5.9% | 839 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $108,013 | -3.0% | 839 | 0.0% | 0.03% | -5.6% |
| Q2 2023 | $111,360 | +9.7% | 839 | +7.0% | 0.04% | +5.9% |
| Q1 2023 | $101,497 | +149.0% | 784 | +161.3% | 0.03% | +126.7% |
| Q4 2022 | $40,755 | +13.2% | 300 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $36,000 | -5.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $38,000 | -7.3% | 300 | 0.0% | 0.01% | +7.7% |
| Q1 2022 | $41,000 | -2.4% | 300 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $42,000 | +10.5% | 300 | 0.0% | 0.01% | +7.7% |
| Q3 2021 | $38,000 | 0.0% | 300 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $38,000 | +8.6% | 300 | 0.0% | 0.01% | +7.7% |
| Q1 2021 | $35,000 | +2.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $34,000 | +9.7% | 300 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $31,000 | +3.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $30,000 | +15.4% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -13.3% | 300 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $30,000 | +11.1% | 300 | 0.0% | 0.02% | +15.4% |
| Q3 2019 | $27,000 | 0.0% | 300 | 0.0% | 0.01% | +8.3% |
| Q2 2019 | $27,000 | -50.0% | 300 | -8.3% | 0.01% | 0.0% |
| Q1 2019 | $54,000 | +116.0% | 327 | +9.0% | 0.01% | 0.0% |
| Q4 2018 | $25,000 | – | 300 | – | 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% |