SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,118 | +8.2% | 8,682 | +11.6% | 0.34% | +9.4% |
| Q2 2023 | $1,033 | -2.1% | 7,780 | -4.6% | 0.31% | -8.3% |
| Q1 2023 | $1,055 | +4.0% | 8,152 | +9.3% | 0.34% | -12.3% |
| Q4 2022 | $1,014 | -99.9% | 7,461 | -0.4% | 0.38% | +6.1% |
| Q3 2022 | $907,000 | +3.5% | 7,489 | +9.6% | 0.36% | +17.6% |
| Q2 2022 | $876,000 | 0.0% | 6,832 | +6.9% | 0.31% | +3.7% |
| Q1 2022 | $876,000 | +17.9% | 6,392 | +21.2% | 0.30% | +32.7% |
| Q4 2021 | $743,000 | +9.3% | 5,276 | -1.3% | 0.22% | +5.7% |
| Q3 2021 | $680,000 | +0.6% | 5,343 | -0.4% | 0.21% | +4.5% |
| Q2 2021 | $676,000 | +42.9% | 5,365 | +32.4% | 0.20% | +35.6% |
| Q1 2021 | $473,000 | – | 4,051 | – | 0.15% | – |
Download | ||||||
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% |