SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,168 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201 | -48.7% | 1,514 | -50.0% | 0.01% | -52.9% |
| Q1 2023 | $392 | +65.4% | 3,028 | +73.6% | 0.02% | +54.5% |
| Q4 2022 | $237 | -99.9% | 1,744 | -19.7% | 0.01% | -15.4% |
| Q3 2022 | $263,000 | -5.7% | 2,173 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $279,000 | +1.8% | 2,173 | +8.5% | 0.01% | +18.2% |
| Q1 2022 | $274,000 | -2.8% | 2,003 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $282,000 | +10.6% | 2,003 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $255,000 | -2.3% | 2,003 | -3.4% | 0.01% | 0.0% |
| Q2 2021 | $261,000 | -2.6% | 2,073 | -9.4% | 0.01% | -9.1% |
| Q1 2021 | $268,000 | +1.5% | 2,289 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $264,000 | 0.0% | 2,332 | -7.0% | 0.01% | -8.3% |
| Q3 2020 | $264,000 | -17.8% | 2,508 | -21.7% | 0.01% | -25.0% |
| Q2 2020 | $321,000 | +8.4% | 3,203 | -4.1% | 0.02% | -5.9% |
| Q1 2020 | $296,000 | -28.0% | 3,339 | -17.4% | 0.02% | -19.0% |
| Q4 2019 | $411,000 | +30.5% | 4,042 | +15.8% | 0.02% | +23.5% |
| Q3 2019 | $315,000 | -3.4% | 3,489 | -1.0% | 0.02% | -5.6% |
| Q2 2019 | $326,000 | +13.6% | 3,525 | +12.7% | 0.02% | +12.5% |
| Q1 2019 | $287,000 | +1.1% | 3,127 | -4.9% | 0.02% | -5.9% |
| Q4 2018 | $284,000 | -9.8% | 3,287 | -0.7% | 0.02% | 0.0% |
| Q3 2018 | $315,000 | +14.1% | 3,311 | 0.0% | 0.02% | +13.3% |
| Q2 2018 | $276,000 | +2.6% | 3,311 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $269,000 | -8.2% | 3,311 | -6.7% | 0.02% | -6.2% |
| Q4 2017 | $293,000 | +1.0% | 3,548 | 0.0% | 0.02% | -5.9% |
| Q3 2017 | $290,000 | +3.2% | 3,548 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $281,000 | – | 3,548 | – | 0.02% | – |
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% |