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 | $98,872 | -3.0% | 768 | 0.0% | 0.09% | +4.6% |
| Q2 2023 | $101,937 | +2.5% | 768 | 0.0% | 0.09% | -14.7% |
| Q1 2023 | $99,425 | -4.7% | 768 | 0.0% | 0.10% | +8.5% |
| Q4 2022 | $104,333 | +12.2% | 768 | 0.0% | 0.09% | +6.8% |
| Q3 2022 | $93,000 | -16.2% | 768 | -11.5% | 0.09% | -8.3% |
| Q2 2022 | $111,000 | -6.7% | 868 | 0.0% | 0.10% | +17.1% |
| Q1 2022 | $119,000 | -2.5% | 868 | 0.0% | 0.08% | +9.3% |
| Q4 2021 | $122,000 | +10.9% | 868 | 0.0% | 0.08% | +7.1% |
| Q3 2021 | $110,000 | +0.9% | 868 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $109,000 | +7.9% | 868 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $101,000 | +3.1% | 868 | 0.0% | 0.07% | -5.4% |
| Q4 2020 | $98,000 | +6.5% | 868 | 0.0% | 0.07% | -8.6% |
| Q3 2020 | $92,000 | +5.7% | 868 | 0.0% | 0.08% | -5.8% |
| Q2 2020 | $87,000 | – | 868 | – | 0.09% | – |
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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% |