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 | $71,064 | -3.0% | 552 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $73,267 | +2.5% | 552 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $71,462 | +297.0% | 552 | +324.6% | 0.01% | +300.0% |
| Q4 2021 | $18,000 | -14.3% | 130 | -22.6% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 168 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | -31.0% | 168 | -33.9% | 0.00% | -33.3% |
| Q4 2020 | $29,000 | +61.1% | 254 | +51.2% | 0.00% | +50.0% |
| Q3 2020 | $18,000 | +5.9% | 168 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +13.3% | 168 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -11.8% | 168 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +13.3% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | -6.2% | 168 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | +45.5% | 168 | +24.4% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | +10.0% | 135 | -32.5% | 0.00% | 0.0% |
| Q3 2013 | $10,000 | – | 200 | – | 0.00% | – |
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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% |