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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,437 | -10.0% | 42 | -4.5% | 0.00% | 0.0% |
| Q4 2022 | $6,041 | -98.6% | 44 | -98.7% | 0.00% | -98.4% |
| Q3 2022 | $426,000 | -5.5% | 3,513 | 0.0% | 0.06% | -4.5% |
| Q2 2022 | $451,000 | -10.5% | 3,513 | -4.5% | 0.07% | +4.7% |
| Q1 2022 | $504,000 | -2.7% | 3,680 | 0.0% | 0.06% | +10.3% |
| Q4 2021 | $518,000 | +180.0% | 3,680 | +153.1% | 0.06% | +141.7% |
| Q3 2021 | $185,000 | +25.0% | 1,454 | +23.5% | 0.02% | +20.0% |
| Q2 2021 | $148,000 | +2860.0% | 1,177 | +2575.0% | 0.02% | +1900.0% |
| Q1 2021 | $5,000 | 0.0% | 44 | +2.3% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | +25.0% | 43 | +2.4% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | – | 42 | – | 0.00% | – |
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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% |