SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,482 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,036 | -12.7% | 31,354 | -10.0% | 0.15% | -10.7% |
| Q2 2023 | $4,623 | -23.8% | 34,831 | -25.7% | 0.17% | -27.9% |
| Q1 2023 | $6,070 | -7.1% | 46,889 | -2.5% | 0.23% | -13.1% |
| Q4 2022 | $6,534 | -98.8% | 48,100 | +959.9% | 0.27% | +892.6% |
| Q3 2022 | $550,000 | -15.8% | 4,538 | -10.9% | 0.03% | -10.0% |
| Q2 2022 | $653,000 | +6.4% | 5,094 | +13.7% | 0.03% | +15.4% |
| Q1 2022 | $614,000 | -20.1% | 4,481 | -17.8% | 0.03% | -21.2% |
| Q4 2021 | $768,000 | +12.8% | 5,454 | +2.0% | 0.03% | +3.1% |
| Q3 2021 | $681,000 | +10.4% | 5,349 | +9.1% | 0.03% | +6.7% |
| Q2 2021 | $617,000 | +17.5% | 4,901 | +9.0% | 0.03% | +7.1% |
| Q1 2021 | $525,000 | +12.9% | 4,497 | +9.7% | 0.03% | 0.0% |
| Q4 2020 | $465,000 | +68.5% | 4,101 | +56.8% | 0.03% | +33.3% |
| Q3 2020 | $276,000 | +5.3% | 2,615 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $262,000 | +12.9% | 2,615 | 0.0% | 0.02% | -4.5% |
| Q1 2020 | $232,000 | -16.2% | 2,615 | -4.0% | 0.02% | +4.8% |
| Q4 2019 | $277,000 | +15.9% | 2,724 | +2.7% | 0.02% | +5.0% |
| Q3 2019 | $239,000 | -1.2% | 2,653 | +1.5% | 0.02% | -9.1% |
| Q2 2019 | $242,000 | +0.8% | 2,615 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $240,000 | +6.2% | 2,615 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $226,000 | -9.2% | 2,615 | 0.0% | 0.02% | -7.7% |
| Q3 2018 | $249,000 | +14.2% | 2,615 | 0.0% | 0.03% | +4.0% |
| Q2 2018 | $218,000 | +2.3% | 2,615 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $213,000 | -1.4% | 2,615 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $216,000 | -0.5% | 2,615 | -1.4% | 0.02% | -3.8% |
| Q3 2017 | $217,000 | +4.8% | 2,652 | +1.4% | 0.03% | 0.0% |
| Q2 2017 | $207,000 | – | 2,615 | – | 0.03% | – |
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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% |