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 | $2,792,144 | -6.2% | 21,669 | -3.4% | 0.49% | -5.0% |
Q2 2023 | $2,976,122 | -0.5% | 22,422 | -3.0% | 0.52% | -9.2% |
Q1 2023 | $2,992,068 | -9.4% | 23,112 | -4.9% | 0.57% | -21.8% |
Q4 2022 | $3,301,772 | +10.3% | 24,305 | -1.7% | 0.73% | +10.0% |
Q3 2022 | $2,993,000 | -10.1% | 24,715 | -4.8% | 0.66% | -5.3% |
Q2 2022 | $3,329,000 | -10.1% | 25,962 | -3.9% | 0.70% | +20.2% |
Q1 2022 | $3,701,000 | +130.6% | 27,013 | +137.1% | 0.58% | +140.7% |
Q4 2021 | $1,605,000 | +2.4% | 11,391 | -7.5% | 0.24% | -4.4% |
Q3 2021 | $1,568,000 | +8.3% | 12,321 | +7.1% | 0.25% | +12.5% |
Q2 2021 | $1,448,000 | +12.2% | 11,499 | +1.0% | 0.22% | -10.0% |
Q4 2020 | $1,291,000 | +9.6% | 11,381 | -3.4% | 0.25% | -18.4% |
Q2 2020 | $1,178,000 | +12.7% | 11,780 | +12.4% | 0.30% | -23.2% |
Q1 2020 | $1,045,000 | – | 10,484 | – | 0.40% | – |
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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% |