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 | $211,392 | -7.0% | 1,642 | -4.1% | 0.02% | 0.0% |
| Q2 2023 | $227,234 | -8.2% | 1,712 | -10.5% | 0.02% | -13.6% |
| Q1 2023 | $247,528 | -7.3% | 1,912 | -4.9% | 0.02% | -4.3% |
| Q4 2022 | $267,049 | +8.1% | 2,010 | -1.6% | 0.02% | -8.0% |
| Q3 2022 | $247,000 | -5.4% | 2,043 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $261,000 | -7.4% | 2,043 | -1.0% | 0.02% | +4.2% |
| Q1 2022 | $282,000 | -1.4% | 2,063 | +1.6% | 0.02% | 0.0% |
| Q4 2021 | $286,000 | +10.9% | 2,030 | -0.1% | 0.02% | +4.3% |
| Q3 2021 | $258,000 | +1.2% | 2,032 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $255,000 | +7.6% | 2,032 | 0.0% | 0.02% | +4.3% |
| Q1 2021 | $237,000 | +10.7% | 2,032 | 0.0% | 0.02% | -11.5% |
| Q3 2020 | $214,000 | -99.9% | 2,032 | +1.2% | 0.03% | +4.0% |
| Q2 2020 | $200,840,000 | +98836.0% | 2,007 | +0.6% | 0.02% | -3.8% |
| Q4 2019 | $203,000 | +1.0% | 1,995 | -8.1% | 0.03% | -7.1% |
| Q2 2019 | $201,000 | – | 2,170 | – | 0.03% | – |
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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% |