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 | $3,154 | +1.3% | 24,497 | +4.5% | 1.52% | +38.3% |
| Q2 2023 | $3,113 | -3.4% | 23,451 | -5.8% | 1.10% | -11.2% |
| Q1 2023 | $3,224 | +91.6% | 24,904 | +101.0% | 1.24% | -21.2% |
| Q4 2022 | $1,683 | -99.9% | 12,390 | +29.8% | 1.57% | +29.7% |
| Q3 2022 | $1,156,000 | -14.8% | 9,547 | -9.8% | 1.21% | -22.4% |
| Q2 2022 | $1,357,000 | +35.0% | 10,580 | +48.4% | 1.56% | +217.5% |
| Q1 2022 | $1,005,000 | 0.0% | 7,130 | 0.0% | 0.49% | -52.1% |
| Q4 2021 | $1,005,000 | +10.7% | 7,130 | 0.0% | 1.02% | +102.4% |
| Q3 2021 | $908,000 | +6.4% | 7,130 | -5.2% | 0.51% | -8.0% |
| Q4 2020 | $853,000 | – | 7,519 | – | 0.55% | – |
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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% |