SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,799 | -3.0% | 247 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $32,784 | +5.8% | 247 | +0.8% | 0.01% | -10.0% |
| Q2 2022 | $31,000 | -31.1% | 245 | -26.0% | 0.01% | -23.1% |
| Q1 2022 | $45,000 | +36.4% | 331 | +40.9% | 0.01% | +30.0% |
| Q4 2021 | $33,000 | +10.0% | 235 | 0.0% | 0.01% | +11.1% |
| Q3 2021 | $30,000 | 0.0% | 235 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $30,000 | +11.1% | 235 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | 0.0% | 235 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $27,000 | +8.0% | 235 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $25,000 | -19.4% | 235 | -23.5% | 0.01% | -15.4% |
| Q2 2020 | $31,000 | -6.1% | 307 | -17.5% | 0.01% | -23.5% |
| Q1 2020 | $33,000 | 0.0% | 372 | +14.8% | 0.02% | +21.4% |
| Q4 2019 | $33,000 | +17.9% | 324 | +5.5% | 0.01% | +7.7% |
| Q3 2019 | $28,000 | -6.7% | 307 | -4.1% | 0.01% | -13.3% |
| Q2 2019 | $30,000 | -16.7% | 320 | -19.4% | 0.02% | -21.1% |
| Q1 2019 | $36,000 | +9.1% | 397 | +2.6% | 0.02% | 0.0% |
| Q4 2018 | $33,000 | – | 387 | – | 0.02% | – |
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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% |