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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $87,774 | -29.2% | 678 | -25.7% | 0.04% | -29.5% |
| Q4 2022 | $124,044 | -57.2% | 913 | -61.9% | 0.06% | -62.6% |
| Q3 2022 | $290,000 | -96.4% | 2,396 | -96.2% | 0.16% | -97.3% |
| Q2 2022 | $8,012,000 | +88922.2% | 62,478 | +99071.4% | 6.11% | +122160.0% |
| Q1 2022 | $9,000 | -98.0% | 63 | -98.1% | 0.01% | -97.6% |
| Q4 2021 | $458,000 | +12.5% | 3,253 | +1.7% | 0.20% | +4.6% |
| Q3 2021 | $407,000 | +23.3% | 3,198 | +22.2% | 0.20% | +22.5% |
| Q2 2021 | $330,000 | +21.3% | 2,618 | +13.3% | 0.16% | +6.7% |
| Q1 2021 | $272,000 | -21.4% | 2,310 | -24.4% | 0.15% | -26.5% |
| Q4 2020 | $346,000 | +81.2% | 3,054 | +68.3% | 0.20% | +43.7% |
| Q3 2020 | $191,000 | +13.7% | 1,815 | +8.2% | 0.14% | +0.7% |
| Q2 2020 | $168,000 | +1766.7% | 1,677 | +1528.2% | 0.14% | +442.3% |
| Q1 2020 | $9,000 | -99.0% | 103 | -98.8% | 0.03% | -97.7% |
| Q4 2019 | $880,000 | – | 8,637 | – | 1.13% | – |
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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% |