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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,191,988 | +110.9% | 9,626 | +126.1% | 0.57% | +102.1% |
Q2 2023 | $565,164 | +9.4% | 4,258 | +6.7% | 0.28% | +6.4% |
Q1 2023 | $516,416 | +128361.7% | 3,989 | +34.8% | 0.27% | -0.4% |
Q4 2022 | $402 | -99.9% | 2,960 | +11.0% | 0.27% | -2.2% |
Q3 2022 | $323,000 | +4.5% | 2,666 | +10.5% | 0.27% | -2.8% |
Q2 2022 | $309,000 | -5.8% | 2,413 | +0.9% | 0.28% | +117.8% |
Q1 2022 | $328,000 | -13.7% | 2,391 | -11.3% | 0.13% | +16.2% |
Q4 2021 | $380,000 | +11.1% | 2,696 | +0.4% | 0.11% | -6.7% |
Q3 2021 | $342,000 | +0.9% | 2,684 | -0.3% | 0.12% | -20.7% |
Q2 2021 | $339,000 | +3.0% | 2,691 | -4.6% | 0.15% | -77.0% |
Q1 2021 | $329,000 | +19.2% | 2,821 | +15.8% | 0.65% | +265.7% |
Q4 2020 | $276,000 | -46.3% | 2,436 | -9.5% | 0.18% | -11.9% |
Q3 2020 | $514,000 | +100.8% | 2,693 | +5.2% | 0.20% | -38.6% |
Q2 2020 | $256,000 | +12.8% | 2,559 | 0.0% | 0.33% | -25.2% |
Q1 2020 | $227,000 | – | 2,559 | – | 0.44% | – |
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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% |