SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,134 | -17.3% | 6,355 | -14.7% | 0.41% | -15.1% |
| Q2 2023 | $988,861 | -20.3% | 7,450 | -22.3% | 0.48% | -26.6% |
| Q1 2023 | $1,241,410 | +11.4% | 9,589 | +16.9% | 0.66% | +2.5% |
| Q4 2022 | $1,114,237 | +76.0% | 8,202 | +56.9% | 0.64% | +72.8% |
| Q3 2022 | $633,000 | -4.2% | 5,229 | +1.5% | 0.37% | -9.3% |
| Q2 2022 | $661,000 | +11.3% | 5,152 | +18.8% | 0.41% | +40.4% |
| Q1 2022 | $594,000 | +2.9% | 4,336 | +5.9% | 0.29% | +7.4% |
| Q4 2021 | $577,000 | +15.4% | 4,096 | +4.3% | 0.27% | -12.8% |
| Q3 2021 | $500,000 | -1.2% | 3,928 | -2.2% | 0.31% | +0.6% |
| Q2 2021 | $506,000 | +19.6% | 4,016 | +10.7% | 0.31% | -0.3% |
| Q1 2021 | $423,000 | +3.9% | 3,627 | +1.1% | 0.31% | -7.2% |
| Q4 2020 | $407,000 | +15.0% | 3,589 | +7.0% | 0.34% | -4.0% |
| Q3 2020 | $354,000 | – | 3,355 | – | 0.35% | – |
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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% |