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 2021 | $291,000 | -2.3% | 2,289 | -3.3% | 0.04% | -5.1% |
| Q2 2021 | $298,000 | +6.0% | 2,368 | -1.9% | 0.04% | -2.5% |
| Q1 2021 | $281,000 | -18.6% | 2,414 | -20.5% | 0.04% | -24.5% |
| Q4 2020 | $345,000 | -1.4% | 3,038 | -9.8% | 0.05% | -13.1% |
| Q3 2020 | $350,000 | -61.9% | 3,369 | -63.9% | 0.06% | -67.9% |
| Q2 2020 | $918,000 | +5.6% | 9,330 | -6.0% | 0.19% | -21.8% |
| Q1 2020 | $869,000 | -32.6% | 9,927 | -21.7% | 0.24% | -19.8% |
| Q4 2019 | $1,290,000 | -43.6% | 12,685 | -50.5% | 0.30% | -50.8% |
| Q3 2019 | $2,289,000 | -4.6% | 25,619 | -0.6% | 0.62% | -1.9% |
| Q2 2019 | $2,400,000 | -23.8% | 25,776 | -25.1% | 0.63% | -15.4% |
| Q1 2019 | $3,149,000 | +69.2% | 34,395 | +59.9% | 0.74% | +3.9% |
| Q4 2018 | $1,861,000 | – | 21,506 | – | 0.71% | – |
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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% |