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 | $750,493 | +205.1% | 5,830 | +224.2% | 0.20% | +3.1% |
| Q1 2022 | $246,000 | -7.9% | 1,798 | -5.0% | 0.20% | -7.1% |
| Q4 2021 | $267,000 | -93.8% | 1,892 | -94.4% | 0.21% | -79.4% |
| Q3 2021 | $4,287,000 | -1.2% | 33,675 | -2.2% | 1.02% | +19.9% |
| Q2 2021 | $4,338,000 | +678.8% | 34,440 | +621.3% | 0.85% | +589.4% |
| Q1 2021 | $557,000 | -88.5% | 4,775 | -90.1% | 0.12% | -93.2% |
| Q2 2020 | $4,837,000 | +57.0% | 48,332 | +59.8% | 1.81% | +54.8% |
| Q4 2019 | $3,081,000 | -49.9% | 30,251 | -54.4% | 1.17% | -63.5% |
| Q2 2019 | $6,147,000 | +27.2% | 66,356 | +18.8% | 3.20% | -5.9% |
| Q4 2018 | $4,833,000 | – | 55,861 | – | 3.40% | – |
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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% |