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 | $572,636 | +41.4% | 4,448 | +45.8% | 0.19% | +48.4% |
| Q2 2023 | $404,959 | -70.4% | 3,051 | -71.2% | 0.13% | -65.2% |
| Q1 2023 | $1,370,075 | +11.3% | 10,583 | +16.8% | 0.36% | -14.0% |
| Q4 2022 | $1,230,801 | +12.8% | 9,060 | +0.6% | 0.42% | +36.7% |
| Q3 2022 | $1,091,000 | -8.9% | 9,005 | -3.6% | 0.31% | +42.6% |
| Q2 2022 | $1,198,000 | -2.5% | 9,340 | +4.1% | 0.22% | -38.5% |
| Q1 2022 | $1,229,000 | -2.5% | 8,975 | +0.4% | 0.35% | +2.0% |
| Q4 2021 | $1,260,000 | +0.8% | 8,940 | -9.0% | 0.34% | -12.2% |
| Q3 2021 | $1,250,000 | -55.1% | 9,823 | -55.6% | 0.39% | +24.1% |
| Q2 2021 | $2,783,000 | +192.9% | 22,100 | +171.6% | 0.32% | -2.5% |
| Q1 2021 | $950,000 | +134.6% | 8,138 | +127.9% | 0.32% | +107.7% |
| Q4 2020 | $405,000 | +14.1% | 3,571 | +6.1% | 0.16% | -1.3% |
| Q3 2020 | $355,000 | +9.9% | 3,365 | +4.3% | 0.16% | -11.2% |
| Q2 2020 | $323,000 | +12.2% | 3,225 | -0.8% | 0.18% | -7.3% |
| Q1 2020 | $288,000 | -21.1% | 3,251 | -8.8% | 0.19% | +18.5% |
| Q4 2019 | $365,000 | +47.2% | 3,563 | +28.0% | 0.16% | -12.4% |
| Q2 2019 | $248,000 | -80.6% | 2,784 | -80.0% | 0.18% | -72.6% |
| Q1 2019 | $1,280,000 | – | 13,950 | – | 0.68% | – |
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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% |