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 | $1,416,530 | -29.3% | 11,003 | -27.1% | 1.37% | -28.4% |
| Q2 2023 | $2,003,778 | +18.9% | 15,097 | +16.0% | 1.92% | +7.4% |
| Q1 2023 | $1,685,094 | -12.8% | 13,016 | -8.5% | 1.78% | -19.8% |
| Q4 2022 | $1,932,341 | -16.2% | 14,224 | -25.3% | 2.22% | -21.0% |
| Q3 2022 | $2,307,000 | -5.5% | 19,047 | +0.0% | 2.82% | -0.7% |
| Q2 2022 | $2,441,000 | -7.4% | 19,038 | -1.1% | 2.84% | +8.5% |
| Q1 2022 | $2,637,000 | -19.9% | 19,250 | -17.7% | 2.61% | -22.1% |
| Q4 2021 | $3,294,000 | – | 23,380 | – | 3.36% | – |
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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% |