SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,181 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,406,382 | -3.3% | 18,692 | -0.3% | 0.38% | -9.2% |
| Q2 2023 | $2,488,288 | +2.7% | 18,747 | +0.2% | 0.42% | -8.2% |
| Q1 2023 | $2,422,103 | -29.3% | 18,709 | -25.8% | 0.46% | -40.7% |
| Q4 2022 | $3,427,528 | +9.2% | 25,230 | -2.7% | 0.78% | +1.2% |
| Q3 2022 | $3,140,000 | -6.1% | 25,931 | -0.5% | 0.77% | -7.8% |
| Q2 2022 | $3,343,000 | -2.9% | 26,068 | +3.7% | 0.83% | +12.9% |
| Q1 2022 | $3,442,000 | +6.0% | 25,129 | +9.0% | 0.74% | -20.9% |
| Q4 2021 | $3,248,000 | +25.4% | 23,054 | +13.3% | 0.93% | +22.8% |
| Q3 2021 | $2,590,000 | +8.5% | 20,347 | +7.4% | 0.76% | -2.9% |
| Q2 2021 | $2,387,000 | -10.0% | 18,950 | -16.5% | 0.78% | +13.6% |
| Q1 2021 | $2,651,000 | +67.2% | 22,707 | +62.4% | 0.69% | -11.6% |
| Q4 2020 | $1,586,000 | -27.5% | 13,981 | -32.6% | 0.78% | +37.1% |
| Q3 2020 | $2,189,000 | +620.1% | 20,749 | +583.7% | 0.57% | +109.6% |
| Q2 2020 | $304,000 | – | 3,035 | – | 0.27% | – |
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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% |