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 | $2,014 | -68.8% | 15,642 | -67.9% | 0.14% | -9.9% |
| Q2 2023 | $6,453 | +170.2% | 48,702 | +164.0% | 0.16% | +36.4% |
| Q1 2023 | $2,388 | +7.0% | 18,449 | +12.3% | 0.12% | -4.1% |
| Q4 2022 | $2,232 | -99.9% | 16,433 | +18.8% | 0.12% | +21.8% |
| Q3 2022 | $1,675,000 | -3.7% | 13,831 | +1.9% | 0.10% | +7.4% |
| Q2 2022 | $1,740,000 | -18.1% | 13,572 | -12.5% | 0.09% | -14.5% |
| Q1 2022 | $2,124,000 | +2.6% | 15,506 | +5.5% | 0.11% | +7.8% |
| Q4 2021 | $2,071,000 | +17.6% | 14,697 | +6.2% | 0.10% | -1.0% |
| Q3 2021 | $1,761,000 | +14.8% | 13,836 | +13.6% | 0.10% | +8.4% |
| Q2 2021 | $1,534,000 | +26.6% | 12,176 | +17.2% | 0.10% | +3.3% |
| Q1 2021 | $1,212,000 | -66.4% | 10,386 | -67.3% | 0.09% | -69.1% |
| Q4 2020 | $3,604,000 | +1215.3% | 31,768 | +1119.5% | 0.30% | +684.2% |
| Q3 2020 | $274,000 | – | 2,605 | – | 0.04% | – |
Download | ||||||
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% |