SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,794,551 | -2.7% | 21,707 | +0.3% | 1.41% | +0.6% |
| Q2 2023 | $2,872,237 | +3.4% | 21,640 | +0.8% | 1.40% | -1.8% |
| Q1 2023 | $2,778,660 | -3.8% | 21,463 | +0.9% | 1.43% | -4.9% |
| Q4 2022 | $2,889,154 | +27.7% | 21,267 | +13.9% | 1.50% | +16.8% |
| Q3 2022 | $2,262,000 | +14.5% | 18,674 | +22.6% | 1.28% | +20.3% |
| Q2 2022 | $1,975,000 | -4.9% | 15,229 | +0.4% | 1.07% | +6.2% |
| Q1 2022 | $2,077,000 | -1.0% | 15,164 | +1.9% | 1.00% | +0.8% |
| Q4 2021 | $2,097,000 | +10.7% | 14,881 | 0.0% | 1.00% | -3.1% |
| Q3 2021 | $1,894,000 | +1.1% | 14,881 | 0.0% | 1.03% | +4.9% |
| Q2 2021 | $1,874,000 | +7.9% | 14,881 | 0.0% | 0.98% | +0.2% |
| Q1 2021 | $1,737,000 | -1.2% | 14,881 | -4.0% | 0.98% | -9.9% |
| Q4 2020 | $1,758,000 | – | 15,501 | – | 1.09% | – |
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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% |