SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,103 | -5.6% | 3,470 | -3.3% | 0.20% | -3.8% |
| Q2 2023 | $472,588 | +7.1% | 3,590 | +5.3% | 0.21% | -1.4% |
| Q1 2023 | $441,459 | +12.4% | 3,410 | +16.8% | 0.21% | +0.5% |
| Q4 2022 | $392,664 | +10.9% | 2,919 | 0.0% | 0.21% | 0.0% |
| Q3 2022 | $354,000 | -7.3% | 2,919 | 0.0% | 0.21% | -0.9% |
| Q2 2022 | $382,000 | -7.7% | 2,919 | 0.0% | 0.21% | +3.4% |
| Q1 2022 | $414,000 | +38.0% | 2,919 | +37.2% | 0.21% | +29.6% |
| Q4 2021 | $300,000 | +11.1% | 2,128 | +0.5% | 0.16% | -0.6% |
| Q3 2021 | $270,000 | -0.7% | 2,117 | 0.0% | 0.16% | -1.8% |
| Q2 2021 | $272,000 | +7.1% | 2,117 | -3.1% | 0.16% | -4.7% |
| Q1 2021 | $254,000 | +25.7% | 2,184 | +22.5% | 0.17% | +13.2% |
| Q4 2020 | $202,000 | – | 1,783 | – | 0.15% | – |
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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% |