SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,023 filers reported holding SELECT SECTOR SPDR TR in Q4 2019. The put-call ratio across all filers is 2.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512 | -3.4% | 3,977 | -0.4% | 0.57% | -6.0% |
| Q2 2023 | $530 | +4.5% | 3,992 | +1.9% | 0.60% | +11.7% |
| Q1 2023 | $507 | -17.7% | 3,916 | -13.6% | 0.54% | -23.3% |
| Q4 2022 | $616 | -99.9% | 4,534 | 0.0% | 0.70% | +177.2% |
| Q3 2022 | $549,000 | -36.8% | 4,534 | -33.0% | 0.25% | +27.6% |
| Q2 2022 | $868,000 | +64.1% | 6,764 | +75.2% | 0.20% | -8.7% |
| Q1 2022 | $529,000 | +3.5% | 3,860 | +6.5% | 0.22% | -1.8% |
| Q4 2021 | $511,000 | +9.9% | 3,624 | -0.9% | 0.22% | +17.5% |
| Q3 2021 | $465,000 | +2.2% | 3,656 | +1.2% | 0.19% | +3.8% |
| Q2 2021 | $455,000 | +19.1% | 3,611 | +10.3% | 0.18% | +15.2% |
| Q1 2021 | $382,000 | +7.6% | 3,273 | +4.6% | 0.16% | +5.3% |
| Q4 2020 | $355,000 | +8.2% | 3,130 | +0.5% | 0.15% | +7.1% |
| Q3 2020 | $328,000 | +8.6% | 3,114 | +3.2% | 0.14% | +0.7% |
| Q2 2020 | $302,000 | -24.5% | 3,018 | -33.2% | 0.14% | -1.4% |
| Q1 2020 | $400,000 | +55.0% | 4,518 | +78.2% | 0.14% | +54.9% |
| Q4 2019 | $258,000 | – | 2,536 | – | 0.09% | – |
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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% |