SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $896,848 | -27.8% | 6,966 | -25.6% | 0.29% | -18.9% |
| Q2 2023 | $1,242,869 | -32.5% | 9,364 | -34.1% | 0.36% | -26.4% |
| Q1 2023 | $1,840,147 | +77.8% | 14,214 | +88.1% | 0.49% | +91.4% |
| Q1 2022 | $1,035,000 | -8.0% | 7,555 | -5.4% | 0.26% | -3.0% |
| Q4 2021 | $1,125,000 | +11.4% | 7,985 | +0.6% | 0.26% | +8.7% |
| Q3 2021 | $1,010,000 | +0.4% | 7,935 | -0.7% | 0.24% | +0.8% |
| Q2 2021 | $1,006,000 | +13.5% | 7,990 | +5.3% | 0.24% | +7.1% |
| Q1 2021 | $886,000 | – | 7,587 | – | 0.22% | – |
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% |