SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $225,182 | -14.9% | 1,703 | -14.2% | 0.05% | -23.0% |
| Q4 2022 | $264,619 | +14.1% | 1,986 | +3.8% | 0.06% | -1.6% |
| Q3 2022 | $232,000 | -0.9% | 1,914 | +15.4% | 0.06% | +51.2% |
| Q4 2021 | $234,000 | -31.0% | 1,658 | -35.6% | 0.04% | -49.4% |
| Q2 2021 | $339,000 | -5.3% | 2,574 | -11.8% | 0.08% | -11.0% |
| Q1 2021 | $358,000 | +31.6% | 2,917 | +21.6% | 0.09% | -25.4% |
| Q4 2020 | $272,000 | -2.9% | 2,399 | -3.8% | 0.12% | -10.9% |
| Q3 2020 | $280,000 | -18.8% | 2,494 | -22.7% | 0.14% | +3.8% |
| Q2 2020 | $345,000 | – | 3,227 | – | 0.13% | – |
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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% |