SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,209 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,507,326 | +103.1% | 44,475 | +115.0% | 0.34% | +173.2% |
| Q2 2023 | $2,711,713 | +134.7% | 20,684 | +141.8% | 0.12% | +13.9% |
| Q1 2023 | $1,155,337 | +2.4% | 8,555 | +1.6% | 0.11% | -5.3% |
| Q4 2022 | $1,127,844 | +1.1% | 8,422 | -1.9% | 0.11% | -8.1% |
| Q3 2022 | $1,116,000 | -4.6% | 8,582 | -4.8% | 0.12% | -23.0% |
| Q2 2022 | $1,170,000 | -34.8% | 9,011 | -30.4% | 0.16% | -29.7% |
| Q1 2022 | $1,794,000 | +9.1% | 12,941 | +1.9% | 0.23% | +14.5% |
| Q4 2021 | $1,645,000 | -9.8% | 12,703 | -5.8% | 0.20% | 0.0% |
| Q3 2021 | $1,824,000 | +12.3% | 13,485 | +10.9% | 0.20% | -12.3% |
| Q2 2021 | $1,624,000 | – | 12,159 | – | 0.23% | – |
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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% |