SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,382,346 | +3.6% | 33,017 | +1.0% | 2.15% | -5.4% |
| Q1 2023 | $4,230,494 | +125.6% | 32,678 | +138.8% | 2.27% | +89.1% |
| Q1 2022 | $1,875,000 | -3.5% | 13,685 | -0.8% | 1.20% | -2.6% |
| Q4 2021 | $1,943,000 | -40.5% | 13,793 | -46.3% | 1.23% | -47.0% |
| Q3 2021 | $3,267,000 | +3.7% | 25,665 | -7.6% | 2.32% | -11.8% |
| Q4 2020 | $3,151,000 | -8.6% | 27,773 | -15.1% | 2.64% | -18.5% |
| Q3 2020 | $3,449,000 | +8.1% | 32,694 | +2.5% | 3.23% | +2.5% |
| Q2 2020 | $3,191,000 | -10.1% | 31,884 | -20.4% | 3.15% | -23.2% |
| Q1 2020 | $3,549,000 | -27.6% | 40,060 | -16.8% | 4.11% | -12.9% |
| Q4 2019 | $4,904,000 | – | 48,145 | – | 4.72% | – |
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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% |