SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,437 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,119,175 | -0.3% | 24,262 | +2.0% | 1.90% | +1.0% |
| Q2 2023 | $3,128,714 | +17.5% | 23,780 | +15.6% | 1.88% | +16.5% |
| Q1 2023 | $2,663,814 | +41.0% | 20,576 | +47.9% | 1.61% | +25.3% |
| Q4 2022 | $1,889,465 | +98.9% | 13,908 | +77.3% | 1.29% | +63.7% |
| Q3 2022 | $950,000 | +27.7% | 7,846 | +35.2% | 0.79% | +23.4% |
| Q2 2022 | $744,000 | +1.6% | 5,805 | +10.6% | 0.64% | -2.2% |
| Q1 2022 | $732,000 | -12.4% | 5,251 | -11.5% | 0.65% | -19.5% |
| Q4 2021 | $836,000 | – | 5,935 | – | 0.81% | – |
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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% |