SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $825,460 | -2.8% | 6,412 | +0.2% | 0.28% | +1.1% |
Q2 2023 | $849,183 | -3.4% | 6,398 | -5.7% | 0.27% | -8.4% |
Q1 2023 | $878,748 | -4.5% | 6,788 | +0.2% | 0.30% | -9.1% |
Q4 2022 | $920,351 | +12.4% | 6,775 | +0.2% | 0.33% | +6.1% |
Q3 2022 | $819,000 | -5.3% | 6,761 | +0.2% | 0.31% | +7.3% |
Q2 2022 | $865,000 | -6.2% | 6,747 | +0.2% | 0.29% | +17.5% |
Q1 2022 | $922,000 | -2.6% | 6,734 | +0.2% | 0.25% | +30.9% |
Q4 2021 | $947,000 | +8.1% | 6,723 | -2.3% | 0.19% | +15.3% |
Q3 2021 | $876,000 | +1.2% | 6,879 | 0.0% | 0.16% | +17.3% |
Q2 2021 | $866,000 | +8.1% | 6,879 | +0.2% | 0.14% | +16.8% |
Q1 2021 | $801,000 | +3.1% | 6,866 | +0.2% | 0.12% | -50.0% |
Q4 2020 | $777,000 | -6.0% | 6,854 | -12.6% | 0.24% | -27.0% |
Q3 2020 | $827,000 | +5.6% | 7,838 | +0.2% | 0.33% | -20.7% |
Q2 2020 | $783,000 | +11.5% | 7,823 | -1.4% | 0.41% | +9.0% |
Q1 2020 | $702,000 | +4.5% | 7,931 | +20.2% | 0.38% | +22.4% |
Q4 2019 | $672,000 | – | 6,600 | – | 0.31% | – |
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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% |