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 | $365,622 | -2.9% | 2,840 | +0.1% | 0.05% | 0.0% |
| Q2 2023 | $376,422 | +3.1% | 2,836 | +0.5% | 0.05% | -2.1% |
| Q1 2023 | $365,207 | -15.1% | 2,821 | -10.9% | 0.05% | -20.0% |
| Q4 2022 | $430,237 | +10.3% | 3,167 | -1.6% | 0.06% | -4.8% |
| Q3 2022 | $390,000 | +6.0% | 3,219 | +12.1% | 0.06% | +10.5% |
| Q2 2022 | $368,000 | +1.4% | 2,872 | +8.4% | 0.06% | +11.8% |
| Q1 2022 | $363,000 | -32.1% | 2,649 | -30.3% | 0.05% | -32.9% |
| Q4 2021 | $535,000 | +27.7% | 3,798 | +15.2% | 0.08% | +16.9% |
| Q3 2021 | $419,000 | +270.8% | 3,298 | +266.9% | 0.06% | +261.1% |
| Q2 2021 | $113,000 | -59.6% | 899 | -62.5% | 0.02% | -60.9% |
| Q1 2021 | $280,000 | – | 2,399 | – | 0.05% | – |
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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% |