SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,059 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416 | -1.9% | 3,232 | +1.1% | 0.08% | +3.7% |
| Q2 2023 | $424 | -6.8% | 3,198 | -8.9% | 0.08% | -10.9% |
| Q1 2023 | $455 | -2.2% | 3,512 | +2.6% | 0.09% | -22.7% |
| Q4 2022 | $465 | -99.9% | 3,422 | 0.0% | 0.12% | -4.0% |
| Q3 2022 | $414,000 | -5.7% | 3,422 | 0.0% | 0.12% | -0.8% |
| Q2 2022 | $439,000 | -6.0% | 3,422 | +0.3% | 0.12% | +2.5% |
| Q1 2022 | $467,000 | -8.8% | 3,412 | -6.1% | 0.12% | -21.8% |
| Q4 2021 | $512,000 | +88.2% | 3,634 | +70.3% | 0.16% | +71.4% |
| Q3 2021 | $272,000 | -42.1% | 2,134 | -42.8% | 0.09% | -44.2% |
| Q2 2021 | $470,000 | +5.6% | 3,731 | -2.1% | 0.16% | -4.7% |
| Q1 2021 | $445,000 | +69.8% | 3,810 | +64.9% | 0.17% | +59.8% |
| Q4 2020 | $262,000 | -3.0% | 2,310 | -9.8% | 0.11% | -13.7% |
| Q3 2020 | $270,000 | -26.0% | 2,561 | -29.8% | 0.12% | -34.7% |
| Q2 2020 | $365,000 | +20.1% | 3,647 | +23.0% | 0.19% | -4.0% |
| Q4 2019 | $304,000 | +11.8% | 2,965 | -1.8% | 0.20% | +2.6% |
| Q3 2019 | $272,000 | -17.8% | 3,020 | -15.5% | 0.19% | -20.6% |
| Q2 2019 | $331,000 | +1.5% | 3,575 | +0.5% | 0.24% | -0.8% |
| Q1 2019 | $326,000 | -45.0% | 3,556 | -48.2% | 0.24% | -49.4% |
| Q4 2018 | $593,000 | – | 6,860 | – | 0.48% | – |
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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% |