SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,589 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,284,144 | -12.1% | 9,975 | -9.3% | 0.17% | -8.2% |
| Q2 2023 | $1,460,334 | +13.0% | 11,002 | +10.3% | 0.18% | +4.5% |
| Q1 2023 | $1,291,855 | +80239.2% | 9,979 | -15.7% | 0.18% | -26.4% |
| Q4 2022 | $1,608 | -99.9% | 11,840 | +14.0% | 0.24% | +17.2% |
| Q3 2022 | $1,258,000 | +0.6% | 10,385 | +6.5% | 0.20% | +5.2% |
| Q2 2022 | $1,250,000 | +223.8% | 9,748 | +61.3% | 0.19% | +48.1% |
| Q3 2014 | $386,000 | -8.5% | 6,044 | -12.9% | 0.13% | -4.4% |
| Q2 2014 | $422,000 | +11.6% | 6,940 | +7.5% | 0.14% | -4.2% |
| Q1 2014 | $378,000 | +55.6% | 6,457 | +47.5% | 0.14% | +45.9% |
| Q4 2013 | $243,000 | +9.0% | 4,378 | -0.8% | 0.10% | -3.0% |
| Q3 2013 | $223,000 | +4.2% | 4,412 | -1.8% | 0.10% | +3.1% |
| Q2 2013 | $214,000 | 0.0% | 4,494 | 0.0% | 0.10% | 0.0% |
| Q1 2013 | $214,000 | – | 4,494 | – | 0.10% | – |
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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% |