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 | $689,577 | -2.6% | 5,356 | +0.4% | 1.00% | +53.8% |
| Q2 2023 | $708,017 | +3.0% | 5,334 | +0.4% | 0.65% | -13.9% |
| Q1 2023 | $687,725 | -4.3% | 5,312 | +0.4% | 0.75% | -26.2% |
| Q4 2022 | $718,872 | +12.7% | 5,292 | +0.4% | 1.02% | +3.7% |
| Q3 2022 | $638,000 | -5.2% | 5,270 | +0.4% | 0.98% | +36.6% |
| Q2 2022 | $673,000 | -6.0% | 5,248 | +0.4% | 0.72% | +13.5% |
| Q1 2022 | $716,000 | -2.5% | 5,228 | +0.3% | 0.64% | +2.8% |
| Q4 2021 | $734,000 | +11.0% | 5,212 | +0.4% | 0.62% | +34.1% |
| Q3 2021 | $661,000 | +1.4% | 5,192 | +0.3% | 0.46% | -15.9% |
| Q2 2021 | $652,000 | +8.3% | 5,174 | +0.4% | 0.55% | +17.6% |
| Q1 2021 | $602,000 | +23.6% | 5,154 | +20.1% | 0.47% | +5.9% |
| Q4 2020 | $487,000 | – | 4,290 | – | 0.44% | – |
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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% |