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 | $133,370 | -7.5% | 1,036 | -4.6% | 0.06% | -7.9% |
| Q2 2023 | $144,169 | +1.6% | 1,086 | -0.9% | 0.06% | -7.4% |
| Q1 2023 | $141,854 | -4.7% | 1,096 | +0.1% | 0.07% | -13.9% |
| Q4 2022 | $148,800 | +11.9% | 1,095 | 0.0% | 0.08% | +12.9% |
| Q3 2022 | $133,000 | -5.0% | 1,095 | +0.1% | 0.07% | +1.4% |
| Q2 2022 | $140,000 | -6.7% | 1,094 | 0.0% | 0.07% | +11.3% |
| Q1 2022 | $150,000 | +2.0% | 1,094 | +4.9% | 0.06% | +3.3% |
| Q4 2021 | $147,000 | +8.9% | 1,043 | -1.9% | 0.06% | -3.2% |
| Q3 2021 | $135,000 | +3.8% | 1,063 | -16.8% | 0.06% | -26.2% |
| Q4 2019 | $130,000 | – | 1,278 | – | 0.08% | – |
Download | ||||||
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% |