SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,059 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,374,000 | +0.9% | 10,797 | -0.1% | 0.09% | 0.0% |
| Q2 2021 | $1,362,000 | +9.8% | 10,812 | +1.8% | 0.09% | +1.1% |
| Q1 2021 | $1,240,000 | -4.2% | 10,621 | -6.9% | 0.09% | -8.1% |
| Q4 2020 | $1,294,000 | +6.7% | 11,403 | +4.3% | 0.10% | -6.6% |
| Q3 2020 | $1,213,000 | -4.9% | 10,936 | -14.2% | 0.11% | -13.8% |
| Q2 2020 | $1,276,000 | +31.0% | 12,749 | +16.0% | 0.12% | +9.8% |
| Q1 2020 | $974,000 | +23.9% | 10,995 | +42.4% | 0.11% | +51.4% |
| Q4 2019 | $786,000 | +36.5% | 7,719 | +20.8% | 0.07% | +21.3% |
| Q3 2019 | $576,000 | -15.3% | 6,389 | -13.0% | 0.06% | -14.1% |
| Q2 2019 | $680,000 | -10.6% | 7,342 | -11.5% | 0.07% | -14.5% |
| Q1 2019 | $761,000 | -13.3% | 8,295 | -18.3% | 0.08% | -23.9% |
| Q4 2018 | $878,000 | – | 10,148 | – | 0.11% | – |
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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% |