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 | $1,656,114 | -1.7% | 12,864 | +1.4% | 0.57% | +3.2% |
| Q2 2023 | $1,684,386 | +2.2% | 12,690 | -0.3% | 0.56% | +4.5% |
| Q1 2023 | $1,647,765 | +4.0% | 12,728 | +9.2% | 0.53% | +3.3% |
| Q4 2022 | $1,583,808 | +19.2% | 11,659 | +6.3% | 0.51% | +9.4% |
| Q3 2022 | $1,329,000 | -6.5% | 10,970 | -1.1% | 0.47% | +2.8% |
| Q2 2022 | $1,422,000 | -15.8% | 11,091 | -10.0% | 0.46% | 0.0% |
| Q1 2022 | $1,688,000 | -10.1% | 12,321 | -7.5% | 0.46% | -10.7% |
| Q4 2021 | $1,878,000 | +11.9% | 13,326 | +1.1% | 0.51% | +9.2% |
| Q3 2021 | $1,678,000 | -3.8% | 13,178 | -4.8% | 0.47% | -8.8% |
| Q2 2021 | $1,744,000 | +5.4% | 13,845 | -2.4% | 0.51% | +64.2% |
| Q1 2021 | $1,655,000 | -46.1% | 14,180 | -59.1% | 0.31% | -29.2% |
| Q4 2019 | $3,072,000 | – | 34,683 | – | 0.44% | – |
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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% |