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 | $7,015,866 | -9.3% | 54,496 | -8.4% | 3.04% | -3.2% |
Q2 2023 | $7,737,639 | +101912.4% | 59,497 | +1.5% | 3.14% | -27.5% |
Q1 2023 | $7,585 | -99.9% | 58,590 | +1.0% | 4.33% | +6.7% |
Q4 2022 | $7,864,585 | -8.5% | 57,983 | -12.3% | 4.06% | -12.6% |
Q3 2022 | $8,592,000 | +2.9% | 66,127 | +2.0% | 4.64% | -0.4% |
Q2 2022 | $8,348,000 | +844.3% | 64,841 | +911.9% | 4.66% | +952.1% |
Q1 2022 | $884,000 | -90.2% | 6,408 | -90.3% | 0.44% | -93.8% |
Q4 2021 | $9,025,000 | +9.3% | 65,984 | +5.4% | 7.16% | +9.3% |
Q3 2021 | $8,254,000 | -0.9% | 62,616 | -3.3% | 6.55% | -7.4% |
Q2 2021 | $8,328,000 | +1832.3% | 64,752 | +1719.9% | 7.08% | +1956.7% |
Q1 2021 | $431,000 | +3.9% | 3,558 | +0.2% | 0.34% | -16.1% |
Q4 2020 | $415,000 | – | 3,550 | – | 0.41% | – |
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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% |