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 | $3,405 | -42.6% | 26,449 | -40.8% | 0.01% | -28.6% |
| Q2 2023 | $5,929 | -5.7% | 44,674 | -8.0% | 0.01% | -12.5% |
| Q1 2023 | $6,285 | -29.9% | 48,550 | -26.5% | 0.01% | -33.3% |
| Q4 2022 | $8,968 | -99.9% | 66,014 | -0.1% | 0.01% | 0.0% |
| Q3 2022 | $8,005,000 | -6.0% | 66,104 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $8,518,000 | +14.4% | 66,425 | +22.2% | 0.01% | +33.3% |
| Q1 2022 | $7,447,000 | -3.1% | 54,362 | -0.4% | 0.01% | +12.5% |
| Q4 2021 | $7,688,000 | +10.7% | 54,571 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $6,946,000 | +0.1% | 54,571 | -1.0% | 0.01% | 0.0% |
| Q2 2021 | $6,940,000 | +7.9% | 55,107 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $6,433,000 | +5.2% | 55,107 | +2.2% | 0.01% | 0.0% |
| Q4 2020 | $6,117,000 | +7.6% | 53,924 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $5,687,000 | +5.5% | 53,924 | +0.1% | 0.01% | 0.0% |
| Q2 2020 | $5,393,000 | +8.5% | 53,895 | -21.9% | 0.01% | -27.3% |
| Q4 2015 | $4,970,000 | -17.2% | 69,000 | -32.7% | 0.01% | -15.4% |
| Q1 2014 | $6,000,000 | +3.4% | 102,595 | -2.0% | 0.01% | 0.0% |
| Q4 2013 | $5,803,000 | – | 104,695 | – | 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% |