SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,181 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,769,020 | -6.1% | 52,579 | -3.2% | 0.59% | -4.6% |
| Q2 2023 | $7,207,637 | -2.2% | 54,303 | -4.6% | 0.62% | -7.7% |
| Q1 2023 | $7,367,439 | -4.8% | 56,909 | -0.1% | 0.67% | -9.3% |
| Q4 2022 | $7,736,114 | +10.8% | 56,946 | -1.3% | 0.73% | +1.7% |
| Q3 2022 | $6,984,000 | -6.9% | 57,667 | -1.4% | 0.72% | -0.4% |
| Q2 2022 | $7,503,000 | +98.3% | 58,509 | +111.8% | 0.72% | +129.4% |
| Q1 2022 | $3,784,000 | +8.1% | 27,626 | +1.2% | 0.32% | +2.9% |
| Q4 2021 | $3,499,000 | +3.4% | 27,293 | +2.7% | 0.31% | +4.1% |
| Q3 2021 | $3,384,000 | +0.9% | 26,586 | -0.2% | 0.30% | -3.3% |
| Q2 2021 | $3,355,000 | +6.3% | 26,634 | -1.4% | 0.30% | -3.2% |
| Q1 2021 | $3,155,000 | -1.6% | 27,025 | -0.6% | 0.32% | -9.2% |
| Q4 2020 | $3,206,000 | +6.7% | 27,185 | -0.6% | 0.35% | -7.7% |
| Q3 2020 | $3,004,000 | +3.6% | 27,336 | -0.0% | 0.38% | -9.2% |
| Q2 2020 | $2,900,000 | +5.5% | 27,344 | -1.1% | 0.41% | -15.5% |
| Q1 2020 | $2,748,000 | – | 27,640 | – | 0.49% | – |
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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% |