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 | $864,876 | +19.1% | 6,718 | +22.8% | 0.13% | +19.4% |
| Q2 2023 | $726,034 | +12.2% | 5,470 | +9.4% | 0.11% | +5.9% |
| Q1 2023 | $647,171 | -13.9% | 4,999 | -9.6% | 0.10% | -45.5% |
| Q4 2022 | $751,386 | +22.4% | 5,531 | +9.0% | 0.19% | +19.1% |
| Q3 2022 | $614,000 | -37.1% | 5,073 | -31.7% | 0.16% | -29.9% |
| Q2 2022 | $976,000 | +63.2% | 7,423 | +70.1% | 0.22% | +48.3% |
| Q1 2022 | $598,000 | -2.4% | 4,363 | +0.3% | 0.15% | -10.7% |
| Q4 2021 | $613,000 | +30.1% | 4,351 | +17.6% | 0.17% | +10.5% |
| Q3 2021 | $471,000 | +56.0% | 3,701 | +54.1% | 0.15% | +59.4% |
| Q2 2021 | $302,000 | +5.6% | 2,401 | -2.2% | 0.10% | -4.0% |
| Q1 2021 | $286,000 | +5.1% | 2,454 | +2.3% | 0.10% | -2.0% |
| Q4 2020 | $272,000 | – | 2,398 | – | 0.10% | – |
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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% |