SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,023 filers reported holding SELECT SECTOR SPDR TR in Q4 2019. The put-call ratio across all filers is 2.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,133 | -3.2% | 3,900 | -0.2% | 0.35% | -3.8% |
| Q2 2023 | $518,639 | +12.6% | 3,907 | +9.8% | 0.36% | +8.3% |
| Q1 2023 | $460,706 | +53.5% | 3,559 | +61.0% | 0.34% | +43.4% |
| Q4 2022 | $300,231 | +12.9% | 2,210 | +0.5% | 0.24% | +7.8% |
| Q3 2022 | $266,000 | -1.1% | 2,198 | +4.7% | 0.22% | +5.8% |
| Q2 2022 | $269,000 | -7.2% | 2,099 | -0.8% | 0.21% | +7.3% |
| Q1 2022 | $290,000 | +3525.0% | 2,115 | +2448.2% | 0.19% | +3100.0% |
| Q2 2020 | $8,000 | +14.3% | 83 | +1.2% | 0.01% | -14.3% |
| Q1 2020 | $7,000 | -66.7% | 82 | -60.6% | 0.01% | -58.8% |
| Q4 2019 | $21,000 | – | 208 | – | 0.02% | – |
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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% |