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 | $50,337 | -3.0% | 391 | 0.0% | 0.03% | +3.0% |
| Q2 2023 | $51,897 | +2.5% | 391 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $50,618 | -4.0% | 391 | 0.0% | 0.03% | -17.1% |
| Q4 2022 | $52,730 | +9.9% | 391 | 0.0% | 0.04% | +10.8% |
| Q3 2022 | $48,000 | -4.0% | 391 | 0.0% | 0.04% | +2.8% |
| Q2 2022 | $50,000 | -7.4% | 391 | 0.0% | 0.04% | +9.1% |
| Q1 2022 | $54,000 | -1.8% | 391 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $55,000 | +10.0% | 391 | 0.0% | 0.03% | +3.2% |
| Q3 2021 | $50,000 | +2.0% | 391 | 0.0% | 0.03% | +3.3% |
| Q2 2021 | $49,000 | +6.5% | 391 | 0.0% | 0.03% | +3.4% |
| Q1 2021 | $46,000 | 0.0% | 391 | 0.0% | 0.03% | +3.6% |
| Q4 2020 | $46,000 | +12.2% | 391 | 0.0% | 0.03% | -3.4% |
| Q3 2020 | $41,000 | -16.3% | 391 | -20.4% | 0.03% | -42.0% |
| Q2 2020 | $49,000 | -2.0% | 491 | 0.0% | 0.05% | -3.8% |
| Q1 2020 | $50,000 | +25.0% | 491 | +25.6% | 0.05% | +67.7% |
| Q4 2019 | $40,000 | – | 391 | – | 0.03% | – |
Download | ||||||
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% |