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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $958,000 | +38.2% | 8,451 | +28.5% | 0.37% | +18.6% |
| Q3 2020 | $693,000 | +21.4% | 6,577 | +15.1% | 0.31% | +2.0% |
| Q2 2020 | $571,000 | +12.4% | 5,715 | -0.4% | 0.31% | -13.3% |
| Q1 2020 | $508,000 | -4.5% | 5,739 | +9.7% | 0.35% | +9.3% |
| Q4 2019 | $532,000 | +12.0% | 5,231 | -0.8% | 0.32% | -6.1% |
| Q3 2019 | $475,000 | -2.3% | 5,272 | +0.5% | 0.34% | -9.7% |
| Q2 2019 | $486,000 | +2.7% | 5,244 | +1.8% | 0.38% | +1.6% |
| Q1 2019 | $473,000 | +16.8% | 5,151 | +10.1% | 0.38% | +4.7% |
| Q4 2018 | $405,000 | – | 4,679 | – | 0.36% | – |
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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% |