SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,449 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,156,965 | +4.6% | 8,987 | +7.8% | 0.03% | +4.0% |
| Q2 2023 | $1,106,437 | +2.1% | 8,336 | -0.4% | 0.02% | -3.8% |
| Q1 2023 | $1,083,969 | -4.2% | 8,373 | -1.3% | 0.03% | -16.1% |
| Q4 2022 | $1,131,631 | +16.4% | 8,487 | +5.7% | 0.03% | -16.2% |
| Q3 2022 | $972,000 | -8.3% | 8,026 | -2.9% | 0.04% | +2.8% |
| Q2 2022 | $1,060,000 | +3.2% | 8,266 | +10.3% | 0.04% | -10.0% |
| Q1 2022 | $1,027,000 | -0.8% | 7,497 | +2.1% | 0.04% | -4.8% |
| Q4 2021 | $1,035,000 | +10.6% | 7,346 | -0.1% | 0.04% | -2.3% |
| Q3 2021 | $936,000 | +12.5% | 7,353 | +11.3% | 0.04% | +13.2% |
| Q2 2021 | $832,000 | +7.8% | 6,606 | -0.1% | 0.04% | -7.3% |
| Q1 2021 | $772,000 | +185.9% | 6,613 | +133.4% | 0.04% | +46.4% |
| Q3 2018 | $270,000 | +57.9% | 2,833 | -96.4% | 0.03% | +47.4% |
| Q2 2018 | $171,000 | – | 78,486 | – | 0.02% | – |
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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% |