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 | $326,872 | -3.0% | 2,539 | 0.0% | 0.15% | -8.4% |
| Q2 2023 | $337,002 | +2.5% | 2,539 | 0.0% | 0.17% | -9.8% |
| Q1 2023 | $328,700 | -4.7% | 2,539 | 0.0% | 0.18% | -10.7% |
| Q4 2022 | $344,923 | -6.0% | 2,539 | -16.3% | 0.21% | -9.6% |
| Q3 2022 | $367,000 | +48.0% | 3,034 | +56.9% | 0.23% | +52.0% |
| Q2 2022 | $248,000 | -8.5% | 1,934 | -2.1% | 0.15% | +1.4% |
| Q1 2022 | $271,000 | +247.4% | 1,976 | +254.8% | 0.15% | +208.3% |
| Q4 2021 | $78,000 | +95.0% | 557 | +79.1% | 0.05% | +50.0% |
| Q3 2021 | $40,000 | -9.1% | 311 | -10.6% | 0.03% | -11.1% |
| Q2 2021 | $44,000 | +15.8% | 348 | +3.9% | 0.04% | 0.0% |
| Q4 2020 | $38,000 | – | 335 | – | 0.04% | – |
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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% |