SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,432 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,756 | 0.0% | 3,720 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $493,756 | -4.2% | 3,720 | -6.5% | 0.01% | -16.7% |
| Q1 2023 | $515,251 | -3.7% | 3,980 | +1.0% | 0.01% | -7.7% |
| Q4 2022 | $535,249 | +12.2% | 3,940 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $477,000 | -5.5% | 3,940 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $505,000 | +7.0% | 3,940 | +14.3% | 0.01% | +30.0% |
| Q1 2022 | $472,000 | +7.5% | 3,446 | +10.7% | 0.01% | +11.1% |
| Q4 2021 | $439,000 | +25.8% | 3,113 | +13.4% | 0.01% | +12.5% |
| Q3 2021 | $349,000 | +38.5% | 2,744 | -0.2% | 0.01% | -11.1% |
| Q1 2019 | $252,000 | +24.8% | 2,750 | +29.5% | 0.01% | +28.6% |
| Q3 2018 | $202,000 | -21.1% | 2,123 | -38.3% | 0.01% | -41.7% |
| Q2 2015 | $256,000 | +2.8% | 3,439 | 0.0% | 0.01% | +9.1% |
| Q1 2015 | $249,000 | 0.0% | 3,439 | -5.5% | 0.01% | -8.3% |
| Q4 2014 | $249,000 | +6.0% | 3,641 | -1.1% | 0.01% | +9.1% |
| Q3 2014 | $235,000 | – | 3,682 | – | 0.01% | – |
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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% |