SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,284 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $406,997 | -2.7% | 2,792 | -1.4% | 0.05% | -5.4% |
| Q1 2024 | $418,379 | +107.7% | 2,832 | +91.0% | 0.06% | +69.7% |
| Q4 2022 | $201,434 | -20.1% | 1,483 | -28.8% | 0.03% | -13.2% |
| Q3 2022 | $252,000 | -4.9% | 2,082 | +0.9% | 0.04% | +5.6% |
| Q2 2022 | $265,000 | -6.4% | 2,064 | +0.0% | 0.04% | -26.5% |
| Q1 2022 | $283,000 | +8.0% | 2,063 | +10.7% | 0.05% | +11.4% |
| Q4 2021 | $262,000 | -20.4% | 1,863 | -28.0% | 0.04% | -26.7% |
| Q3 2021 | $329,000 | – | 2,588 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABANA LLC | 21,607 | $3,149,220 | 14.42% |
| Rockport Wealth LLC | 216,261 | $31,520,085 | 13.31% |
| Provident Co of the Employees of the Hebrew University LTD | 69,216 | $10,085,549 | 12.01% |
| WestEnd Advisors, LLC | 2,851,570 | $415,616,354 | 10.74% |
| IMZ Advisory Inc | 146,929 | $21,414,877 | 10.69% |
| Biltmore Wealth Management, LLC | 166,382 | $24,250,219 | 10.51% |
| Conservest Capital Advisors, Inc. | 521,735 | $77,075,923 | 8.31% |
| Harel Insurance Investments & Financial Services Ltd. | 2,823,615 | $411,542 | 7.75% |
| TIFF ADVISORY SERVICES, LLC | 149,621 | $21,807,261 | 7.52% |
| EAGLE WEALTH STRATEGIES LLC | 60,444 | $8,809,685 | 7.12% |