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 | $7,927,414 | -16.6% | 61,577 | -16.8% | 4.88% | -20.0% |
| Q1 2023 | $9,506,020 | -60.1% | 74,055 | -57.8% | 6.10% | -13.4% |
| Q4 2022 | $23,799,827 | +15.6% | 175,359 | +3.4% | 7.04% | +5.8% |
| Q3 2022 | $20,591,000 | +113.4% | 169,549 | +125.3% | 6.65% | -2.3% |
| Q2 2022 | $9,650,000 | +16.3% | 75,252 | +24.3% | 6.81% | +27.7% |
| Q1 2022 | $8,296,000 | +103.0% | 60,560 | +108.8% | 5.34% | +111.2% |
| Q4 2021 | $4,086,000 | -7.6% | 29,000 | -16.5% | 2.53% | -14.2% |
| Q3 2021 | $4,422,000 | -28.5% | 34,737 | -29.3% | 2.94% | +26.6% |
| Q2 2021 | $6,188,000 | +148.1% | 49,124 | +129.9% | 2.32% | +14.0% |
| Q1 2021 | $2,494,000 | – | 21,366 | – | 2.04% | – |
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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% |