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 | $306,190 | -3.1% | 2,378 | -0.1% | 0.08% | -3.6% |
| Q2 2023 | $316,071 | +3.0% | 2,381 | +0.4% | 0.08% | -3.5% |
| Q1 2023 | $306,982 | -1.2% | 2,371 | +3.6% | 0.09% | -4.4% |
| Q4 2022 | $310,852 | +11.4% | 2,288 | -0.7% | 0.09% | +8.4% |
| Q3 2022 | $279,000 | -5.7% | 2,305 | -0.2% | 0.08% | -6.7% |
| Q2 2022 | $296,000 | -6.9% | 2,309 | -0.6% | 0.09% | +6.0% |
| Q1 2022 | $318,000 | -2.8% | 2,323 | +0.1% | 0.08% | -2.3% |
| Q4 2021 | $327,000 | +7.2% | 2,321 | -3.0% | 0.09% | -2.3% |
| Q3 2021 | $305,000 | -1.3% | 2,392 | -2.5% | 0.09% | +2.3% |
| Q2 2021 | $309,000 | +25.6% | 2,454 | +16.4% | 0.09% | +28.4% |
| Q1 2021 | $246,000 | -1.6% | 2,109 | -4.4% | 0.07% | -9.5% |
| Q4 2020 | $250,000 | +9.6% | 2,206 | 0.0% | 0.07% | +1.4% |
| Q3 2020 | $228,000 | – | 2,206 | – | 0.07% | – |
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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% |