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 | $202,379 | -95.8% | 1,572 | -95.7% | 0.18% | -95.6% |
| Q2 2023 | $4,855,131 | +0.5% | 36,579 | +2.9% | 4.14% | -2.5% |
| Q4 2022 | $4,831,369 | -7.9% | 35,564 | -7.2% | 4.24% | +12.5% |
| Q1 2022 | $5,248,000 | -18.5% | 38,312 | -16.2% | 3.77% | -17.2% |
| Q4 2021 | $6,441,000 | +20.6% | 45,720 | +8.9% | 4.56% | +7.6% |
| Q3 2021 | $5,343,000 | +5.3% | 41,968 | +4.2% | 4.23% | +5.9% |
| Q2 2021 | $5,074,000 | +10.5% | 40,283 | +2.4% | 4.00% | +2.5% |
| Q1 2021 | $4,591,000 | +21.4% | 39,326 | +18.0% | 3.90% | +10.4% |
| Q4 2020 | $3,782,000 | – | 33,336 | – | 3.53% | – |
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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% |