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 | $294,815 | -1.9% | 2,290 | +1.1% | 0.21% | +7.7% |
| Q2 2023 | $300,633 | -7.3% | 2,265 | -9.6% | 0.20% | -15.2% |
| Q1 2023 | $324,297 | +1.2% | 2,505 | +6.1% | 0.23% | -12.9% |
| Q4 2022 | $320,606 | -22.6% | 2,360 | -30.9% | 0.26% | -31.4% |
| Q3 2022 | $414,000 | +3.2% | 3,415 | +9.3% | 0.38% | +14.6% |
| Q2 2022 | $401,000 | -8.7% | 3,125 | -2.5% | 0.34% | +13.9% |
| Q1 2022 | $439,000 | -18.1% | 3,205 | -15.8% | 0.30% | -20.3% |
| Q4 2021 | $536,000 | +7.8% | 3,805 | -2.6% | 0.37% | +2.2% |
| Q3 2021 | $497,000 | -4.4% | 3,905 | -5.4% | 0.36% | -5.2% |
| Q2 2021 | $520,000 | -8.3% | 4,130 | -14.9% | 0.38% | -16.2% |
| Q1 2021 | $567,000 | -20.8% | 4,855 | -23.1% | 0.46% | -26.6% |
| Q4 2020 | $716,000 | -31.0% | 6,310 | -35.9% | 0.62% | -40.3% |
| Q3 2020 | $1,038,000 | – | 9,840 | – | 1.04% | – |
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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% |