SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,421,652 | +4.1% | 26,578 | +7.3% | 0.02% | +7.1% |
| Q2 2023 | $3,286,395 | +8.4% | 24,760 | +5.8% | 0.01% | 0.0% |
| Q1 2023 | $3,030,659 | +3.1% | 23,410 | +8.2% | 0.01% | 0.0% |
| Q4 2022 | $2,940,066 | +60.9% | 21,642 | +43.4% | 0.01% | +40.0% |
| Q3 2022 | $1,827,000 | +5.3% | 15,089 | +11.5% | 0.01% | +11.1% |
| Q2 2022 | $1,735,000 | -31.5% | 13,527 | -26.8% | 0.01% | -18.2% |
| Q1 2022 | $2,533,000 | +9.3% | 18,486 | +12.4% | 0.01% | +10.0% |
| Q4 2021 | $2,318,000 | +42.3% | 16,453 | +28.6% | 0.01% | +25.0% |
| Q3 2021 | $1,629,000 | +15.7% | 12,795 | +14.5% | 0.01% | +14.3% |
| Q2 2021 | $1,408,000 | – | 11,178 | – | 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% |