SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,467,204 | -2.9% | 19,164 | +0.1% | 1.61% | -3.5% |
| Q2 2023 | $2,540,216 | -13.3% | 19,138 | -15.5% | 1.67% | -2.9% |
| Q1 2023 | $2,930,957 | +1.8% | 22,640 | +6.8% | 1.72% | -6.4% |
| Q4 2022 | $2,879,274 | +2.8% | 21,195 | -8.4% | 1.84% | -5.8% |
| Q3 2022 | $2,802,000 | +24.8% | 23,138 | +32.2% | 1.95% | +32.7% |
| Q2 2022 | $2,245,000 | +16.1% | 17,505 | +24.0% | 1.47% | +31.7% |
| Q1 2022 | $1,934,000 | +52.5% | 14,114 | +56.9% | 1.12% | +63.5% |
| Q4 2021 | $1,268,000 | +46.1% | 8,998 | +30.6% | 0.68% | +10.2% |
| Q2 2021 | $868,000 | +98.2% | 6,890 | +83.4% | 0.62% | +75.1% |
| Q1 2021 | $438,000 | – | 3,756 | – | 0.35% | – |
Download | ||||||
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% |